What can you ask AssistAI?
Start with a specific question about the data available in your account. Ask follow-up questions to understand the numbers, compare categories, or investigate a change in cash flow.
- “Which spending categories changed the most?”
- “What is driving cash outflows in my connected accounts?”
- “How would a new monthly expense change this cash flow scenario?”
These are example prompts, not promised outcomes. The quality of an answer depends on the available records and the assumptions you provide.
How does financial AI fit into your workflow?
- Connect your data. Use Plaid to connect supported financial institutions in B:Side Assist.
- Ask a focused question. Give AssistAI the period, decision, or expense you want to understand.
- Check the reasoning. Review relevant transactions, charts, and assumptions before acting.
Explore a decision before committing to it.
Illustrative scenario: An owner is deciding whether to hire now or wait three months. They can explore payroll assumptions and cash flow with AssistAI, then use AIpreneur to think through the responsibilities and authority the new hire would need.
Scenario analysis helps frame the decision. It does not predict future revenue or guarantee that a hire is affordable.
Meet AIpreneur, the leadership AI →Can you ask questions about business documents?
Document Insights lets you upload business documents and ask AssistAI questions about them. Review the document and any available source references alongside the answer. Document Insights is also included in Pro.
Is AssistAI an accountant?
No. AssistAI helps you explore financial information and questions. It does not replace bookkeeping, accounting, tax advice, or a professional review of a financial decision. AI responses can be inaccurate; check them against your records.
Start with a clear view of your cash.
The Free plan includes the dashboard, account overview, and connected bank accounts. Review the current plans, or use the free public calculator without signing up.