A finance copilot that reads your ledger — not the internet.
Ask about cash, debtors, margins or a specific transaction and get an answer grounded in your actual data, with citations you can click through to verify.
Generic AI confidently invents financial answers. For a finance leader, an unsourced number is worse than none — you can't take it to the board, and you can't trust it to act.
How it works
Grounded in your data
The copilot answers from your ledger using purpose-built finance tools — not from a general model guessing at your business.
Every answer cites its source
Responses link back to the invoices, transactions or reconciliations behind them, so you can verify in one click.
Falls back honestly
If it can't answer from your data, it says so rather than inventing a figure.
Outcomes, not features.
- Answers you can actually take to the board
- Citations, not hallucinations
- Faster investigation of anomalies and queries
- Works with the model provider you configure
Questions
It's grounded in your ledger through finance-specific tools and cites its sources. General chatbots have no access to your data and will guess.
No. See the Trust centre for how data is handled and which sub-processors are involved.
See it on your own numbers.
Start the trial, connect Xero in 15 minutes — or preview the live demo first.