Your Financial Co-Pilot
"Smart Advice. Seamless Books." - A quick overview of your financial health and key metrics.
↑ 12% vs. last year
↑ 5% vs. last quarter
Categorization & Form Filling
Requiring immediate review
Automated bookkeeping
Identified deductions
Expense Insights
Salaries is your largest expense this period, totaling $600.00.
Software Services shows the highest growth of $50.00 (14.3%) compared to the previous period.
Marketing: Consider reviewing your marketing spend for potential optimization opportunities.
"Flagged Anomalies" - Real-time flag for risky deductions.
High Risk: Uncategorized
Transaction T1234: $9800.00 on 2025-03-20. Confidence Score: 0.85
Medium Risk: Software Services
Transaction T5678: $285.50 on 2025-06-15. Confidence Score: 0.65
Medium Risk: Travel
Transaction T9012: $1500.00 on 2025-07-01. Confidence Score: 0.72
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Smart Chat
Reports
Generate/download summaries and draft emails.
"Done! Report ready to download."
Placeholder for previously generated reports.
- Financial Summary - Q1 2025 (PDF)
- Expense Breakdown - May 2025 (CSV)
- Draft Tax Letter - Q2 2025 (Email)
Advisory
Proactive insights and actionable recommendations.
"Let’s Automate That" - Intelligent insights, recommendations, and draft narratives.
Optimize Software Expenses
Your "Software Services" category shows a 15% increase this quarter. Consider reviewing subscriptions for potential consolidation or negotiation. ExpertAssist can help identify redundant services.
Cash Flow Projection Alert
Based on current trends, your projected cash flow for next month looks strong. Consider allocating surplus to a high-yield savings account or debt reduction.
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"Drafted For You" - Client-facing tax summaries and communications.
Q2 Tax Summary Draft for Client A
ExpertAssist has drafted a summary of Client A's Q2 financial performance, highlighting key deductions and estimated tax liabilities. Ready for your review and personalization.
Anomaly Explanation for Client B
A draft explanation for the large uncategorized expense detected in Client B's ledger. This can be sent to the client for clarification.
Reminder: Q3 Estimated Tax Payment Due
Due Date: September 15, 2025
Monthly Advisory Tip: Review Deductible Expenses
Don't miss out on potential tax savings. ExpertAssist can help identify common deductible expenses you might overlook.
Settings
Configure thresholds, roles, and assistant tone.
Current: Score > 0.8
"There was a sync issue with your QuickBooks data." (Example error message)