Ask questions about your P&L and balance sheet with AI chat

flowchart TD trig(("user asks a question")):::human s0["classify question type"]:::svc s1[("pull relevant financial data")]:::store s2["format answer"]:::svc s3["reply in chat"]:::svc trig --> s0 s1 --> s2 s2 --> s3 gx{"× which report is needed"}:::gate s0 --> gx p00["pull profit and loss data"]:::task gx -->|"profit and loss question"| p00 p10["pull balance sheet data"]:::task gx -->|"balance sheet question"| p10 jn{"○ data retrieved"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"instant answer to financial question"/]:::out pay{{"faster decisions without running reports"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff