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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.