Ask questions about your finance data

Ask FinPilot about your spending in plain English and get an answer in seconds.

Where to ask

• Web: open FinPilot chat from the top navigation (it slides in from the side).
• Mobile: tap the FinPilot button to open full-screen chat.

Things you can ask

• "Show me transactions missing a receipt"
• "Which expenses have policy violations?"
• "What did the Payable agent do today?"
• "Top vendors by spend this quarter"
• "What needs my attention right now?"

Tips

• It's context-aware — you can ask about the bill or expense you're currently looking at.
• Suggestion chips offer quick prompts to get you started.
• Answers are read-only and limited to your organization's data — see What FinPilot can access and its limits.