AI Chat Assistant

Ask your books
anything.

A finance-grade assistant that answers in plain English, pulls numbers live from your ledger and shows exactly where every figure came from.

Aupulens AI / Finance workspaceConnected to ledger
YouWhat did revenue look like by region last quarter?
Aupulens AIRevenue was $4.82M across five regions. North America contributed 44%.
RegionRevenue
North America$2.1M
Europe$1.4M
Asia Pacific$890K
Latin America$330K
Middle East$100K
YouWhich receivables are at risk this month?
Aupulens AI3 invoices worth $96K are past 45 days. I drafted reminders for your review. Needs approval
Ask about revenue, cash, vendors, payroll…
How it answers

Real numbers. Cited sources. No guesswork.

The assistant queries your Aupulens ledger directly, so answers reflect your books as of now, not a stale export.

  • Every figure links back to the source entries
  • Respects each user’s role and permissions
  • Drafts actions, never executes them without approval
  • Available in the web app, Slack and Microsoft Teams
Capabilities

An analyst for
every team.

From the CFO’s board pack to a store manager’s stock check.

Natural-language querying

Ask questions in plain English and get instant visual reports. No SQL, no report requests.

Explain variances

Ask why a number moved and get the drivers: vendors, cost centres, entries and dates.

Draft, don’t do

Prepare POs, journal entries and reminders as drafts that route through your approval rules.

Forecast on demand

Run what-if scenarios on cash, hiring and demand using the same models as your dashboards.

Permission-aware

Users only see answers built from data they already have access to.

Private by default

Runs on dedicated infrastructure. Your data never trains public foundation models.

Try asking

Questions teams
ask every day.

A few prompts our customers start with.

“What is our cash runway at the current burn?”
Finance
“Which vendors are over budget this quarter?”
Procurement
“Show SKUs likely to stock out in the next two weeks.”
Inventory
“Summarise headcount changes by department.”
HR
“Which deals are most likely to close this month?”
Sales
By plan

Included on
every plan.

Start with chat, grow into autonomous AI workflows.

Compare plans

Starter

Limited chat

AI chat assistant available as an add-on.

Growth

AI Finance Ops Assistant

AI bookkeeping and ops support for your finance team.

Scale

Autonomous AI workflows

Assistants that act inside approved workflows.

Gov / Custom

Dedicated orchestrator

Private models and orchestration on your infrastructure.

Run your business
on Aupulens.

See the AI-native ERP on your own workflows. A 30-minute walkthrough with our team, tailored to your finance and operations stack.