Ask questions about your finances
in plain English
Get instant answers to financial questions, proactive insights about trends, and step-by-step help with tasks. An AI assistant that understands church accounting.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Intelligent Financial Assistance
AI-powered help that understands church finance
Natural Language Questions
Ask questions like "How much did we spend on missions this quarter?" or "What was giving last Sunday?" Get plain English answers.
Instant Answers
No more digging through reports. Ask a question and get the answer immediately, with the context you need.
Trend Analysis
Ask "Is giving up or down this year?" The AI analyzes your data and explains the trend in simple terms.
Proactive Insights
The AI notices interesting patterns and shares observations. "Giving typically dips in July — plan accordingly."
How-To Guidance
Not sure how to do something? Ask "How do I reconcile the bank account?" and get step-by-step instructions.
Report Assistance
Ask "What should I present to the board?" Get suggestions for relevant reports and key metrics to share.
Church Finance Knowledge
The AI understands church accounting concepts like fund accounting, restricted gifts, and designated giving.
Quick Actions
Say "Record a $500 donation from John Smith" and the AI helps you complete the transaction with minimal effort.
Private & Secure
All conversations are private to your church. Your financial data is never shared or used to train models.
Always Available
Get help anytime, day or night. No waiting for support hours or searching through documentation.
Accuracy Verified
Answers are verified against your actual data. See the source transactions and reports behind each answer.
Continuous Learning
The AI learns your church's specific terminology and preferences over time, giving better answers.
Ask questions about your finances in plain English
Get instant answers without digging through reports
Receive proactive insights about trends and patterns
Get help with tasks and step-by-step guidance
Church finance expertise built in
Use Cases
Real-world applications
Quick Financial Questions
"How much did we spend on utilities last month?" Get the answer instantly without pulling up reports or filtering data.
Board Meeting Prep
"What are the key financial highlights from this quarter?" Get a summary of important metrics and trends to share.
Budget Checks
"Are we on track with the youth ministry budget?" Get a quick status check with context about spending patterns.
Learning the System
"How do I set up a recurring transaction?" Get guided through features you haven't used before.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
What kinds of questions can I ask?
Ask anything about your finances: "How much did we spend on missions this year?", "What was giving last Sunday?", "Are we over budget on utilities?", or "How do I set up a recurring transaction?"
Is my data used to train AI models?
No. Your financial data is never used for AI training. Conversations are private to your church and processed securely without data retention.
How accurate are the AI answers?
Answers are verified against your actual data with source citations. You can see the transactions and reports behind each answer to verify accuracy.
Can the AI help me complete tasks?
Yes! Say "Record a $500 donation from John Smith" and the AI guides you through completing the transaction. It can help with many tasks beyond just questions.
Still have questions?
Contact our support team