AI-Powered Financial Insights for Smarter Decisions
Traditional financial analysis requires expertise and time. Ask James lets you ask questions about your finances in plain English and get instant, intelligent answers. It's like having a financial analyst available 24/7.
Ask Questions in Plain English
No SQL. No formulas. No pivot tables. Just ask what you want to know.
Performance Questions
- "What was our gross margin last quarter?"
- "How did revenue compare to budget this month?"
- "What's driving the increase in operating expenses?"
Trend Analysis
- "Show me the revenue trend over the past 12 months"
- "Which expense categories are growing fastest?"
- "How has our customer concentration changed?"
Scenario Exploration
- "What happens to runway if we hire two more people?"
- "How much revenue do we need to break even?"
- "What if we lose our largest customer?"
Executive Summaries That Actually Help
Skip the report generation. Get AI-generated summaries that highlight what matters most.
Clear Explanations
No more deciphering complex financial reports. Get plain-English explanations of what's happening in your business.
Decision-Ready Insights
Don't just get data, get recommendations. James AI highlights what needs attention and suggests actions.
Automated Reports
Receive weekly or monthly summaries automatically. Stay informed without manual report generation.
January Financial Summary
Key Highlights: Revenue grew 12% MoM, driven primarily by new customer acquisition in the enterprise segment.
Watch Out: Operating expenses increased 8%, outpacing revenue growth. Marketing spend is 15% over budget.
Runway Update: Current runway is 11.5 months at current burn rate. This is up from 10.8 months last month.
Recommended Actions: Review marketing ROI by channel. Consider reallocating budget from underperforming campaigns.
Human + AI: Better Together
AI supports your decisions, it doesn't make them. You stay in control while AI handles the heavy lifting.
What AI Does
- Analyzes patterns in your data
- Highlights anomalies and trends
- Generates forecasts and scenarios
- Suggests potential actions
What You Do
- Decides what patterns matter
- Provides business context
- Sets assumptions and validates
- Makes the final decisions
Experience AI-Powered FP&A
Start asking questions about your finances today.