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Ask questions about your finances in plain English. Get instant answers, executive summaries, and recommendations backed by your real data.
Ask James
Ask Questions in Plain English
No formulas, no pivot tables, no waiting for your accountant. Just ask.
Performance
- “What was our gross margin last quarter?”
- “How did revenue compare to budget this month?”
- “What's driving the increase in operating expenses?”
Trends
- “Show me the revenue trend over 12 months”
- “Which expense categories are growing fastest?”
- “How has customer concentration changed?”
Scenarios
- “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?”
Summaries
Executive Summaries That Actually Help
Automated weekly and monthly summaries with actionable recommendations.
Monthly Summary — March 2026
Key Highlights
Revenue grew 12% MoM driven by enterprise segment. Net income up 18.7%.
Watch Out
Operating expenses up 8%. Marketing spend 15% over budget — review ROI on paid campaigns.
Runway Update
11.5 months runway (up from 10.8 last month). Cash position improving.
Recommended Actions
Reallocate underperforming marketing campaigns. Consider hiring for Q2 based on revenue trajectory.
Human + AI: Better Together
AI handles the analysis. You make the decisions.
AI Does
- Analyzes patterns across your financial data
- Highlights anomalies and emerging trends
- Generates forecasts and scenario models
- Suggests actions based on your numbers
You Do
- Decide what patterns matter to your business
- Provide business context AI can't know
- Set assumptions and validate forecasts
- Make the final call on every decision