Financial Advisor

Get financial insights and recommendations from the AI Financial Advisor.

What You Can Ask

The Financial Advisor can help with:

• Revenue Analysis: Review revenue trends and patterns
• Payment Predictions: Estimate payment likelihood
• Credit Management: Recommendations on credit handling
• Seasonal Insights: Analyze seasonal patterns
• Cash Flow: Review cash flow and projections

Example Questions

Spanish

"¿Cuál es el estado de mis facturas impagadas?"

"Muéstrame un resumen de ingresos este mes"

"¿Qué clientes tienen más probabilidad de pagar?"

English

"What's the status of my unpaid invoices?"

"Show me a revenue summary for this month"

"Which customers are most likely to pay?"

Insights Provided

The advisor can provide:

• Payment trends
• Customer payment behavior
• Revenue forecasts
• Credit risk assessment
• Collection recommendations

Related

• AI Assistant Overview - Introduction to the assistant
• Talking to Your Assistant - How to interact