Unlock Instant Financial Clarity.
Your QuickBooks, Answered.
Stop exporting reports. Stop waiting for answers. Finance Copilot is the conversational AI that connects directly to QuickBooks, giving you immediate financial insights.
Trusted by modern finance teams
The Barrier
Your Financial Data is Trapped
Critical decisions are delayed because getting answers from your financial data is slow, manual, and painful.
Endless report exports and vlookups just to answer a simple question.
Teams wait for month-end reports, making decisions on outdated information.
Your finance experts waste hours answering the same basic queries again and again.
The Solution
Your On-Demand Financial Analyst
Finance Copilot is an AI chat assistant that sits securely on top of your QuickBooks data. It's not another dashboard to learn—it's a conversation.
Conversational Interface
Ask complex questions in plain English. Get answers, tables, and charts instantly.
Multi-Entity Support
Perfect for BPOs and consultants. Securely query across all your client ledgers from one interface.
Ephemeral Data Fetch (Zero Storage)
We fetch data in real-time for each query and never store your financial information. Your data remains yours, always.
Get Answers in 3 Simple Steps
Go from question to insight in under a minute.
Connect
Securely link your QuickBooks Online account in one click.
Ask
Type or speak your question naturally, just like talking to a colleague.
Receive
Get instant, accurate answers, tables, and charts.
Why Teams Choose Finance Copilot
It's more than a tool—it's a new way of working with your financial data.
Get instant answers to critical financial questions. No more waiting for reports. No more data-hunting. Just immediate, actionable insights.
The intuitive chat interface requires zero training. Now, everyone from sales to operations can self-serve financial data, freeing up your finance team for strategic work.
For BPOs and accounting firms, Finance Copilot is a game-changer. Manage and query dozens of client ledgers from a single, secure interface.
Go beyond simple queries. Ask contextual follow-up questions, spot trends, and understand the 'why' behind the numbers with an AI that understands finance.
A Feature Set Built for Performance
Everything you need for conversational financial intelligence, and nothing you don't.
Natural-Language Q&A
Ask questions in plain English and get precise financial answers.
On-Demand Charts & Tables
Visualize data instantly with auto-generated charts and formatted tables.
Multi-Entity (BPO Mode)
Switch between multiple client organizations effortlessly from one dashboard.
Contextual Follow-Ups
Ask follow-up questions like 'What about last quarter?' and the AI understands.
Exportable Transcripts
Download complete chat history for records, reports, and sharing.
Slack & Teams Integration
Embed Finance Copilot directly in your team's existing workspace.
Built for Every Role on Your Team
From C-suite executives to day-to-day operators, Finance Copilot delivers immediate value across your entire organization.
What they ask:
"Show me all overdue invoices for Client X, sorted by amount."
The impact:
Instantly identify which clients need immediate follow-up, prioritize collections efforts, and maintain healthy cash flow across your portfolio.
What they ask:
"Compare this month's revenue vs. last month and show me the breakdown by product line."
The impact:
Make data-driven decisions about inventory, marketing spend, and growth strategies without waiting for month-end reports.
What they ask:
"What are our top 5 expense categories year-to-date and how do they compare to budget?"
The impact:
Quickly identify cost optimization opportunities and present actionable insights to leadership with confidence.
What they ask:
"Hey @FinanceCopilot, what's our current gross margin and how does it trend over the last 6 months?"
The impact:
Get instant financial visibility without leaving your workflow. Everyone stays informed and aligned on key metrics.
What they ask:
"What's our cash runway at current burn rate, and what are the key drivers of our monthly expenses?"
The impact:
Come prepared to board meetings with real-time financial intelligence and strategic context for critical decisions.
What they ask:
"Show me a P&L comparison across all my manufacturing clients for Q3."
The impact:
Deliver higher-value advisory services by quickly identifying trends and opportunities across your entire client base.
The Common Thread: Instant Access to Financial Intelligence
Whether you're managing one business or hundreds of clients, Finance Copilot eliminates the friction between questions and answers. No more waiting for reports, no more manual data extraction, no more bottlenecks in your decision-making process.
Frequently Asked Questions
Stop Digging. Start Talking.
Schedule a personalized demo and see how Finance Copilot can save your team hundreds of hours.
In your demo, you'll see how to:
- Get instant answers to complex financial questions.
- Manage multiple client ledgers from a single interface.
- Empower non-finance users to self-serve data securely.
- Integrate Finance Copilot into your existing Slack or Teams workflow.