Meet FinPilot

FinPilot is Tera's AI for finance — an assistant that reads your documents, drafts and codes bills and expenses, answers questions about your data, and flags things for you to review.

Where to find it

• Web: the FinPilot Hub, with tabs for Tasks (things to review) and Agent Dashboard (what the AI is working on).
• Mobile: your AI tasks appear under Tasks, and a FinPilot button opens chat.

What FinPilot can do

• Auto-draft bills and receipts from documents you upload.
• Categorize and code expenses and bills.
• Match bills to purchase orders and payments.
• Flag policy and compliance issues for review.
• Answer questions about your finance data.
• Show a live view of what it's working on.

Important: FinPilot suggests — you review and approve. It works only within your organization's data. See What FinPilot can access and its limits.