Understand the organization
Use company, entity, team, workflow, and role context.
Coming Next · In development
A financial assistant that understands both the data and the permission boundary.
Help people organize financial information, find the right evidence, and complete finance tasks - while limiting every answer and action to the access their role allows.
Product concept
Give each person the right help, not unrestricted access.
A useful finance assistant needs organizational context, source-grounded answers, and permission checks before it retrieves information or proposes an action.
Apply permission boundaries
Check what the current user is allowed to view, ask, prepare, approve, or change.
Organize financial information
Classify files, connect related records, and maintain a usable source map.
Assist with questions and tasks
Answer from approved data and guide users through the next permitted action.
Record accountable activity
Retain source references, requests, responses, and material user actions.
Expected capabilities
What this product is being designed to support.
Role-aware assistance
Adapt available information and actions to the user’s responsibility.
Financial data organization
Connect documents, transactions, accounts, periods, and entities.
Source-grounded answers
Show which approved records support an answer.
Task guidance
Help users collect documents, resolve questions, and complete assigned steps.
Permission checks
Prevent retrieval or action outside the approved access boundary.
Activity history
Record material requests, responses, handoffs, and approvals.
Development status
Planned, not yet available.
These capabilities describe the current product direction. Scope, availability, and implementation details may change as we test the workflow with customers and professional reviewers.
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