AI Assistant

Financial AI Chat

Your intelligent financial co-pilot. Ask questions, analyse documents, search the web, and get data-driven answers — all in natural language. Powered by advanced reasoning AI with real-time web search and document retrieval.

"What's our cash flow trend this quarter?"
Advanced ReasoningWeb SearchDocument AwareMulti-Tool
<3s
Average response time
Real-time
Web search depth
50K+
Documents indexed
99%
Task completion rate
Why AI?

Financial research, reimagined

Stop jumping between tools, documents, and search engines. Get everything in one conversation.

Traditional Approach

Open multiple browser tabs for Google, regulatory sites, financial portals
Manually read through lengthy PDF statements and reports
Copy-paste data between documents, spreadsheets, and email
Spend hours compiling answers across disparate sources
No central record of research trail or decision rationale

Financial AI Chat

Ask anything in plain English — the AI searches the web, your documents, and its knowledge base automatically
Upload PDFs and get instant analysis, summaries, and extracted data
Answers arrive with citations and sources you can verify
Complex multi-step research done in minutes, not hours
Full conversation history — every query, answer, and source saved and searchable
Capabilities

Key features

Advanced Reasoning AI

Powered by state-of-the-art language models. Free plan uses a fast basic model; paid plans unlock advanced reasoning for complex financial analysis and multi-step research.

Real-Time Web Search

Tavily-powered web search with financial focus. Get current exchange rates, regulatory updates, market news, and company information with cited sources.

Document Intelligence

Upload and analyse PDFs, spreadsheets, and text documents. The AI reads, summarises, extracts data, and answers questions about your documents.

Knowledge Base Retrieval

Semantic search across your organisation's stored documents. The AI automatically finds and cites relevant context from your internal knowledge base.

Multi-Step Research

Break down complex questions into sub-tasks. The AI searches, reads, synthesises, and produces comprehensive answers across multiple sources in one go.

Audit-Ready Citations

Every answer includes sources you can verify. Web results cite URLs, document answers cite page numbers — complete transparency for compliance.

Workflow

How it works

1

Ask Your Question

Type any financial question in plain English. No special syntax — just ask like you would a colleague.

2

AI Gathers Intelligence

The assistant searches the web, retrieves from your document store, reads uploaded files, and synthesises information from all sources.

3

Review the Answer

Read the response with inline citations. Click sources to verify. Ask follow-up questions to dig deeper.

4

Save & Share

Conversations are saved automatically. Export threads, share with colleagues, or revisit anytime from your chat history.

Who benefits

Built for analysts and teams

For Professionals

  • Financial analysts research companies, sectors, and macroeconomic trends in minutes
  • Accountants query regulations, standards, and tax codes with cited answers
  • Auditors cross-reference documents and flag inconsistencies through conversation
  • Compliance officers stay current with regulatory changes via web-search-enabled chat
  • Loan officers gather borrower intelligence and market data without switching tabs

For Organisations

  • Teams centralise research and decisions in a shared, auditable chat history
  • New hires onboard faster by asking the AI about internal documents and processes
  • Knowledge base grows organically as uploaded documents become searchable context
  • Multi-user plans give every team member their own AI assistant with shared knowledge
  • Enterprise audit trail captures every query, answer, and source for compliance review
Applications

Common use cases

Market Research

Ask about interest rate trends, sector performance, or regulatory changes. The AI searches the web and synthesises findings from multiple sources.

Document Q&A

Upload a 100-page financial report and ask specific questions. The AI reads, understands, and answers with page-level citations.

Regulatory Compliance

Query CBN guidelines, FATF recommendations, or IFRS standards. Get cited answers pulled from your knowledge base or the web.

Due Diligence Support

Research companies, directors, and market reputation. The assistant gathers intelligence from web searches and stored documents.

Report Drafting

Ask the AI to draft summaries, memos, and reports from your research. Edit, refine, and export directly from the chat.

Data Interpretation

Upload spreadsheets and PDFs of financial data. Ask for trends, anomalies, and insights without manually crunching numbers.

Stop searching. Start asking.

Start with our Free plan — 5 daily chat messages included. Upgrade for unlimited advanced reasoning.