> ## Documentation Index
> Fetch the complete documentation index at: https://docs.soycedi.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial Agent

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.

## <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-dashboardbarra.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=72aefcb21199dd173006abcf9c77ebc2" alt="title" width="1917" height="1021" data-path="imagesu/cedi-dashboardbarra.png" />

### 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.

***

### 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.

## <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-centry.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=b595cc7850c317e04f467f2043071ea5" alt="title" width="1917" height="1020" data-path="imagesu/cedi-centry.png" />


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