AI Assistant
Your intelligent financial assistant powered by advanced AI. Ask questions in natural language and get instant insights from your accounting data.
Ready to get started?
Learn how to access the AI Assistant and make your first query
In This Section
Getting Started
Learn how to access and use the AI Assistant for your first query
- Access methods
- First query walkthrough
- Session management
Query Guide
Master different types of queries and get the best results
- Query categories
- Writing effective queries
- Response types
Tools Reference
Complete reference for all available AI tools and capabilities
- 6 specialized tools
- BQL query engine
- Report generation
What Can You Ask?
"What's my total revenue this quarter?"
"Show me all transactions with Amazon"
"Compare my expenses by category for the last 3 months"
"What accounts do I have for office supplies?"
How It Works
BeanFlow's AI Assistant combines three powerful capabilities to understand your questions and deliver accurate financial insights:
Session Memory
Maintains context across your conversation for coherent multi-turn interactions
Knowledge Retrieval
Retrieves relevant accounting knowledge to provide accurate answers
Tool Execution
Executes specialized tools to query and analyze your financial data
Learn more: See the Tools Reference for a complete list of capabilities.
Security & Privacy
- All tools are read-only
- No data modification allowed
- Rate limiting protects against abuse
- Full audit logging enabled
Quick Start
Open the AI Panel
Click the robot icon in the header or press Ctrl/Cmd + K
Type Your Question
Ask anything about your finances in plain English
Get Instant Answers
View formatted results with tables, charts, and explanations