Fintra Feature
Ask your ledger a question, get a real answer
AI Copilot
Example figures- QUERIES TODAY
- 27
- across the team
- AVG RESPONSE
- 4.2s
- grounded in live data
- DRAFTS PENDING
- 3
- awaiting approval
- "Which vendors did we pay early this month?"
- 6 vendors, cited
- "Is marketing on track for Q3?"
- -2.4% variance, cited
- "Draft a reminder for overdue invoices"
- 4 drafts ready
- "What is our current runway?"
- 13 months, cited
What the AI finance copilot does
Instead of building a report to answer a simple question, the copilot answers directly, grounded in your live ledger, budget, and pipeline data. When the answer implies an action (flag a variance, draft a reminder, prep a reconciliation) the copilot can draft it, but a person always approves before anything executes.
- Plain-language answers grounded in your actual Fintra data, not a generic model response
- Can draft follow-up actions (a variance note, a reminder, a report) for review
- Answers cite the underlying data so you can verify rather than trust blindly
- Works across modules: budget, AP, AR, payroll, and sales in one interface
Core capabilities
| Capability | What it does | What it replaces |
|---|---|---|
| Grounded Q&A | Answers questions using your actual live data | Building a report just to answer a question |
| Cited answers | Shows the data behind each answer for verification | A black-box AI response you cannot check |
| Draft actions | Proposes a next step you review before it runs | Manually deciding and executing every follow-up |
| Cross-module reach | Answers span budget, AP, AR, payroll, and sales | Separate tools for each question you might ask |
How it works
From a question to a verified answer
Ask in plain language
Type a question the way you would ask a colleague, no query syntax required.
Copilot reads your data
The answer is generated from your actual ledger, budget, and pipeline records.
Review the citation
The answer shows which records it drew from, so you can verify it directly.
Approve a draft action
If the copilot proposes a next step, you review and approve it before anything executes.
Proposes, cites, never executes alone
AgentFence policy governs exactly what the copilot may do: answering questions and drafting actions are always allowed, but anything that touches money, a filing, or an approval requires a human decision. Every copilot interaction is recorded in the audit trail.
Questions people ask
Does the copilot make up numbers?
No. The copilot answers using your actual Fintra data (ledger, budget, AP, AR, payroll, and pipeline records) and cites the records behind an answer, so you can verify it rather than trusting an unverifiable response.
Can the copilot take action on my behalf?
It can draft an action, such as a reminder or a variance note, but AgentFence policy requires human approval before anything that touches money, a filing, or a formal approval actually executes. The copilot proposes; you decide.
What kinds of questions can I ask it?
Questions spanning budget, AP, AR, payroll, and sales (for example, which vendors we have paid early this quarter, or how a department is tracking against its budget) answered from live data rather than requiring you to build a report first.
Is every copilot interaction logged?
Yes. Questions asked, answers given, and any draft actions proposed are recorded in the audit trail, so copilot usage is as auditable as any other action inside Fintra.
Keep reading
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Ask your ledger instead of building a report
Talk to us: we will map it to your stack. Get answers grounded in your real data, cited and verifiable.