Using the AI assistant

Financica's AI assistant is built for shared work between founders and accountants. It can explain what happened, search your books in plain language, summarize exceptions, and propose actions when you want help moving faster.

The AI assistant is available on Scale and Enterprise plans.

Opening the assistant

Press Cmd+J (Mac) or Ctrl+J (Windows/Linux) to open the assistant panel. You can also click the assistant icon in the sidebar. The assistant is context-aware -- it knows which page you are on and can reference the transaction, invoice, or account you are currently viewing.

Conversation history

Your conversations are saved and persist between sessions. You can load previous conversations or start a new one from the assistant panel.

What the AI assistant is good at

Use the AI assistant when you want reasoning, explanation, or synthesis:

• Explain a transaction in plain language.
• Summarize open receivables, payables, or uncategorized work.
• Find patterns across many transactions or invoices.
• Draft suggestions for categorization or bookkeeping follow-up.
• Turn an attached image into accounting context you can review.

If you already know exactly what you need to open, prefer the global search with ⌘K / Ctrl+K. The command palette is better for direct navigation and exact lookups. The AI assistant is better for questions.

Good prompts

For founders

• "Give me a financial overview for this month."
• "What is still unpaid?"
• "What changed in cash compared with last month?"
• "Summarize this transaction for me in plain English."

For accountants

• "Show uncategorized transactions that need attention."
• "Find similar transactions and suggest an account."
• "Explain why this invoice is still unreconciled."
• "Summarize exceptions I should clear before month-end."

Write mode

When Write mode is enabled, the AI assistant can propose actions that affect your data.

Important points:

• The assistant does not silently change your books.
• Each proposed action appears in the conversation with an approval step.
• You can apply or dismiss every action individually.

That means founders can move faster without bypassing accountant review, and accountants can delegate repetitive work without losing control.

Images and attachments

You can attach an image to give the assistant more context. This is useful for:

• receipts,
• supplier invoices,
• screenshots from a payment provider,
• bank or bookkeeping screenshots you want explained.

The assistant uses the uploaded image as extra context for the conversation.

Built-in tools

The AI assistant has access to specialized tools that let it work with your data:

• Search ledger entries -- Find specific transactions, journal entries, or patterns across your books.
• Look up documentation -- Search Financica's help documentation to answer product questions.
• Read documents -- Extract text from PDF attachments for analysis.
• VAT return calculations -- Compute VAT positions and check return figures.
• Cash position -- Summarize your current cash balances across accounts.
• Bank reconciliation -- Help identify unreconciled transactions and suggest matches.

In write mode, the assistant can also propose categorizations, approvals, and other actions that modify your data.

Best practices

• Be specific about the period, counterparty, or workflow you care about.
• Ask for explanation first if the accounting treatment is unclear.
• Use global search for exact matches, then AI for interpretation.
• Keep write mode off unless you are actively reviewing changes.

Related guides

• Categorizing transactions
• AI-powered categorization
• Billing and subscriptions