Helpai copilotWhat the AI CFO Can Do

What the AI CFO Can Do

A smart assistant that understands your financial data and platform features.

beginner· 10 views· Updated 9/25/2026

Engage with the AI CFO for insights into your business:

  • "What's my profit this month?"
  • "Show me overdue invoices"
  • "How do I create a credit note?"
  • "Why is my P&L not matching my bank?"

The AI CFO accesses your live financial data, comprehends every feature in the app, and can generate reports instantly. Conversations are saved: use History to continue any earlier chat with its context intact, or New Chat to start a fresh topic.

What the AI Co-pilot can do: overview
Overview
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Keep separate AI CFO conversations and pick any of them up later
AI CFO now stores every conversation. Open History to browse, rename, delete or continue a past chat with its full context.
Need more help?
Ask AkountFly: it can answer follow-ups AND read your live business data.

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