AI Advisor: Your Built-in Assistant in Finmap

The AI Advisor works directly in your Finmap account. Learn what it can do, how to open it, and which prompts work best.

The AI advisor is an assistant built into Finmap. It answers questions about your finances, finds errors, uploads statements and prepares reports. It works only with your company's data, and there's nothing to set up.

Where to find it
“AI advisor” button at the top

💳 Pricing
Included in your plan

⏱ Start
Right away

How to get started

Click “AI advisor” in the top bar of Finmap.
On the left, choose what you need to do.
Type a request or click a ready-made template on the right.

What the AI advisor can do

Financial Chat
Ask about your business in plain language Transactions via chat
Create, edit or delete a transaction Check the report
Unusual changes in Cash Flow and P&L Check payments
Duplicates and errors on an account AI Import
Statements and receipts from a file or photo PDF report
A document for an investor or bank

It also works without a request. After you connect a bank or import data, Finmap suggests categories for new transactions on its own. About category suggestions →

Financial Chat

Ask about your business in plain language — the chat answers based on your data: it calculates for any period, compares, forecasts cash gaps and explains terms using your own numbers. You can also dictate a request — use the microphone button in the input field.

Examples:

“Show me the big picture for this month”
“Which 10 counterparties brought the most income this quarter?”
“Forecast cash flow for the next 3 months. Where could there be a cash gap?”

Tip: mention the period and what you want to get — “for October”, “compare with September”, “what should I do about it”.

More example requests

“Show the largest expense items this month and compare them with last month. What grew the most?”
“What happens if my largest client stops paying?”
“Give me a financial review of my business for this month. What needs attention?”
“Show October profit by project and compare it with September”
“Break down October marketing expenses by counterparty”
“What is margin, and what is mine right now?”

Transactions via chat

Financial Chat can create, edit or delete a transaction. Describe what you need — the chat shows the change, and you confirm it.

Example: “Create an expense of UAH 12,000 for office rent on the PrivatBank account dated November 1.”

The chat changes transactions only when you ask.

Check the report

Finds things in your Cash Flow or P&L report that are hard to spot manually: categories that grew sharply, unusual balances, unconfirmed transactions.

How to run it: choose “Check the report” → report → period of up to one month → “Find anomalies”.

Check payments

Checks a single account and looks for specific errors: duplicate payments, unusual exchange rates, atypical transactions.

How to run it: choose “Check payments” → account → period of up to one month → “Find anomalies”. Or click the agent button in the payments log.

AI Import

Turns a statement from any bank, an Excel or CSV file, or a photo of a receipt into transactions. Handy when your bank doesn't connect to Finmap automatically.

How to run it: choose “AI Import” and an account → upload the file → review the transactions → “Import”.

PDF report

Prepares a document on the state of your business: key metrics, charts, conclusions and recommendations. You can share it with an investor or bank.

How to run it: choose “PDF report” and click to generate a report. Finished reports are saved.

Limits

The number of requests depends on your plan. You can see how many you've used in the “Usage” panel on the right. If you need more, add the AI add-on — it adds requests to your plan.

Data security

The AI advisor sees only the data of the company you're currently working in.
Your data is not used to train models.
Colleagues can't see your conversations with the AI advisor.

More about data protection

Finmap uses AI under an enterprise agreement, and request logs are automatically deleted after 30 days.
Passwords, tokens, emails and phone numbers are not sent in AI requests, and the connection is protected with TLS 1.3 encryption.
A Data Processing Agreement (DPA) is part of Finmap's Commercial Terms.
Your request is processed separately from the system instructions, so the AI advisor can't be “talked into” breaking the rules.

FAQ

Why is the AI advisor analyzing different data than I expected?

By default, Financial Chat uses the current month and the report you have open. Specify it in your request: “for March”, “for the whole year”, “by counterparty”.

What languages can I use?

Any supported language, including English, Ukrainian and Polish — the AI advisor replies in the same language.

Can I trust AI answers?

AI quickly analyzes data and highlights what matters, but it doesn't replace an accountant. If the numbers differ from your reports, the ones in Finmap are correct. Check tax and other important decisions with a specialist.

Why can't I run a request?

You may have reached your request limit (error 429) — you can extend it with the AI add-on. The feature may also be unavailable on your plan, or no account is selected in “Check payments”. On mobile, some elements are hidden — open Finmap on a computer for full functionality.

AI advisor or auto-rules — which should I use?

Auto-rules apply automatically to every new transaction — for regular routine. The AI advisor works on request — for analysis and one-off tasks. About auto-rules →

Still have questions? Message us in the support chat — it's in the bottom right corner of Finmap.

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