Finance overview
Ask Finance, the finance assistant, about your books, and see cash, sales, what is owed and upcoming bills on one screen.
The Finance Overview is the first screen of finance. At the top you can ask Finance, the finance assistant, about your books in plain words. Below it are cards with your figures.
Who can do this
Owners and admins can open company Finance and ask its assistant. Members, including HR managers, and viewers do not have company Finance access. In the demo workspace the cards show fixed sample figures.
Before you start
The assistant uses your workspace's AI key, or the free questions each person gets without one. See Add your OpenRouter key.
Steps
Ask Finance
- Open Overview under Overview in the Finance menu.
- Type your question in the chat card, or pick a ready one such as Overdue invoices, Who owes us the most?, Draft an invoice or Unpaid supplier bills.
- Finance looks up the real figures. When you ask it to change something, such as drafting an invoice or recording a payment, it shows a card for you to approve or reject. Nothing is saved until you approve.
Read the cards
- Cash balance, Revenue · MTD, Outstanding · AR and Payable · AP.
- Cash in vs out by week, Revenue by category, Collections, Outstanding by customer and Collection rate.
- Overdue invoices to chase and Upcoming bills to pay.
- e-Invois · LHDN MyInvois: the status you recorded on your invoices.
- Finance AI agents: links to AI Agents.
A card with no real source yet shows "Not available yet" instead of sample numbers.