What can you ask?

You may be wondering what company data the AI can see. Here are questions grouped by situation.

When you want to know assets and balances

Show me all linked accounts and their balances.
What is our net worth? Break it down into assets and liabilities.
Summarize our cards, loans, deposits, and securities in one view.
How has our total assets changed over the last 3 months?
List our financial products in order of highest return.

When you want to see where the money went

Show me the top 10 card expenses this month.
Compare last month’s spending with this month’s.
Did deposits and withdrawals go up this week compared to last week?
Find the recurring expenses that go out every month.
Add up only the transactions tagged “Advertising”.
Automatically tag the transactions that have no tag.

When you are worried about future funds

Show me the cash flow for the next 3 months.
At the current spending rate, how long will our funds last?
Show me what happens to the balance if revenue drops 20%.
Show me how much room we gain if we cut fixed costs by 10% next month.

When you need to stay on schedule

Tell me the payments scheduled to go out this month.
Are there any loan maturities or card payment dates next week?
Create an event called “Office rent payment” on March 15.

When you need a document

Create this quarter’s financial status report.
Put last month’s expenses into a table and make it an Excel file.
Write a fund execution plan as an HWP file.

When you are looking for a document in the Library

Find the termination terms in the contract uploaded to the Library.
Summarize just the revenue section of last year’s audit report.
Show me the list of files we uploaded.

When you need outside information

Tell me today’s KOSPI and exchange rates.
Find government support programs our company is eligible for.
Find the corporate tax filing deadline.

When you are starting your day

Tell me what financial tasks I have today.
Summarize the money that came in and went out yesterday.
Let me know if there is anything I need to check right now.

Tips for asking well

Include a period for more accurate answers. For example: “Show me last month’s spending.”
Say the form you want. For example: “as a table”, “in 5 lines”, “as an Excel file”. You get it in the form you ask for.
You can keep following up. Answers build on the previous one. You can ask, “Of those, show me just the advertising costs.”
If you do not like the tone of the answers, set it under Response guidelines in Agent Settings. Once set, it stays applied.