# The Financist AI assistant: ask about your money instead of digging through sheets

> The Financist AI assistant is a chat inside the app that answers questions about your money using real accounting data: accounts, transactions, reports and budgets. It remembers your company’s terminology, runs background checks on a schedule and suggests categories. It changes your books only after you explicitly confirm each change.

A chat inside the app reads your accounts, transactions and reports and answers from real figures. It writes changes only after your explicit confirmation.

## What is the AI assistant in Financist

The assistant is a conversational interface to your management accounting. Instead of opening reports and filtering transactions, you ask: “How much did we spend on marketing this quarter?”, “Which payments are overdue?”, “How many months of cash do we have?”. The assistant runs the same calculations that power the [cash flow statement](https://findir.rozum.one/en/features/cash-flow/), the [payment calendar](https://findir.rozum.one/en/features/payment-calendar/) and the [business health indicators](https://findir.rozum.one/en/features/business-health/), and replies with a table or a short text.

It sees only what your role allows. If a user has no access to an account or a report, that data will not appear in the answer either.

### Dependence on a model key

Open-ended conversation is powered by the Claude language model from Anthropic, which requires a model access key configured on the server. Without a key the assistant falls back to a limited rules mode: it recognises typical requests by keywords and periods and calls the same read tools, but it cannot hold a free-form conversation. The chat shows which mode is active. A daily token limit per company can be set in the settings.

## What the assistant can do

- **Separate conversations** — Every chat is its own thread: search, pin, rename, archive. Other users’ threads are never visible. Answers stream in, and you can stop or regenerate them.
- **Reads your accounting data** — Accounts, transactions, cash flow, P&L, balance sheet, debts, payment calendar, dashboard, business health, budgets, documents, expense requests and stock levels.
- **Company memory** — Personal and shared notes: facts, preferences, rules, glossary. The assistant can learn counterparties and categories from your data and shows you what it will remember first.
- **Background tasks** — A weekly digest, watches on conditions (cash below a threshold, category overspend, a large transaction, overdue receivables or payables) and any question on a schedule.
- **Suggestions queue** — It proposes categories for uncategorised transactions and matches planned items to actuals. You accept or reject each one, or approve in bulk above a confidence threshold.
- **Safe write access** — It can create or change a transaction, bulk-assign categories, mark transactions reconciled, and add a category, counterparty, project or tag. A preview always comes first.

## How changes are made: preview, then confirm

Writing to the books is protected by a double confirmation.

1. **You ask for a change** — For example: “Add a 1,200 rent expense from the main cash account”.
2. **The assistant shows a preview** — A write tool called without confirmation changes nothing. It returns a card describing what would be created or changed.
3. **You press Confirm** — Confirmation is a separate message in the next turn. The system will not apply a change unless the preview was shown in an earlier turn.
4. **The change is audited** — The transaction is saved and the action appears in the audit log. Background tasks never write to the books; they only add suggestions to the queue.

## Who benefits from the AI assistant

- **Owners and managing directors** who need an answer in a minute, without hunting for the right report.
- **Finance managers** who categorise transactions every day: the assistant proposes categories and matches plans with actuals.
- **Teams that want control**: watches on cash and overspend run on a schedule and alerts arrive in the app.

By default the assistant is available to the Owner and Administrator roles; for other roles the permission can be granted in [access settings](https://findir.rozum.one/en/features/team-access/). Bank statements are not uploaded in this chat: that is what the [Claude connection](https://findir.rozum.one/en/features/claude-mcp/) is for. Chat attachments are stored as labels only, and the assistant does not read their content.

## Try the assistant on demo data

**Try the assistant on demo data** The demo creates a workspace with sample transactions. Ask your first question about money without entering any of your own data. [Try the demo](https://findir.rozum.one/app/)

## Frequently asked questions

### Can the AI assistant change my accounting data on its own?

Only after you confirm. The assistant first shows a preview of the change, and you approve it in a following message. Background tasks never write to the books: they only add suggestions to a queue that you accept manually. Auto-accepting suggestions works only if you set a confidence threshold yourself.

### Does the assistant need a separate key to work?

For open-ended conversation, yes: the server needs a configured access key for the Claude language model. Without it the assistant runs in a limited rules mode that answers typical requests (balances, totals for a period, top categories) but does not hold free-form dialogue. The chat shows the active mode.

### What data can the assistant see?

Only your company’s data, and only within your role’s permissions. Conversations and personal memory are visible only to their owner. If a role has no access to certain accounts or reports, the assistant cannot read them and will not show them in an answer.

### What are background tasks?

Scheduled or one-off jobs: a weekly digest, a watch on a condition (for example, cash below a threshold), a free-form question, or a search for categories for uncategorised transactions. Schedules use a preset (hourly, daily, weekly) or a cron expression. Results arrive as in-app notifications.

### Can the assistant import a bank statement?

Not in the built-in chat, where attachments are stored as labels only. Statements are parsed by Claude through a separate connector: it reads the file, shows a preview and imports the transactions after you confirm. See the Claude connection page.

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Source: https://findir.rozum.one/en/features/ai-assistant/