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In the top right corner, the system displays an access button to the AI-powered financial agent, which allows obtaining automated assistance regarding financial information. Upon selecting this button, a chat window opens where you can interact with the virtual assistant.

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Financial Agent Features

The financial agent allows you to make queries related to the system’s financial information. Among the queries you can make are:
  • Checking monthly financial cash flow
  • Reviewing payments made to vendors
  • Obtaining a summary of income and expenses
  • Identifying pending transactions
  • Resolving questions related to your financial information
Additionally, the system allows attaching files for financial analysis. You can:
  • Upload files in Excel or CSV format
  • Request analysis or interpretation of the information
  • Send instructions through the text field
To send a query, you must write your request in the corresponding field and select the submit button.

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Using the Financial Agent for Information Analysis

The financial agent can use the files uploaded by you to generate automated analyses and answer questions related to:
  • Financial statements
  • Accounting transactions
  • Payments and collections
  • Financial trends
  • Tax or administrative information
This functionality streamlines information analysis and facilitates financial decision-making within the system.

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