Entrusit case study · Finance & accountingAsk Your Finances — an AI agent over your books
Chat with your bank statements, purchases, expenses and sales — and get told what doesn't reconcile.
Try a question
The problem
Owners and finance leads wait for month-end reports to learn how the business is doing, and the gaps — invoices not yet booked, payments with no invoice, duplicates — surface only when someone goes looking.
What we built
An AI chat agent with read access to the company's financial data: bank statements, the purchase and sales ledgers, expenses and reports. It answers from the actual books and bank data, shows the source records behind every number, and proactively flags anything that doesn't reconcile.
How it works
- 1Connect read-only to the bank statements, ledgers and expense records.
- 2Ask in plain language — "How did we do last month?" — and the agent queries the data with dedicated tools.
- 3Every figure in the answer links back to the source records.
- 4A reconciliation pass flags unbooked invoices, payments without an invoice, duplicates, VAT mismatches and overdue receivables for review.
Highlights
- Answers from your books, not from the model's memory
- Source records behind every number
- Flags what doesn't reconcile — a person decides
Stack & integrations
- Claude tool use
- Read-only finance connectors
- Bank statement import
- ERP / accounting ledgers
Security & your data
How we handle your data
- NDA before the first call
- Least privilege, read-only by default
- Humans approve sensitive actions
- You own the code and the data
- Your accounts and infrastructure
- GDPR and Macedonian data protection law
Entrusit · info@entrusit.com · +389 77 761 248 · entrusit.com
https://entrusit.com/work/ask-your-finances/
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