Before
AI CFO capabilities like file uploads, Skills such as /fluxanalysis and /cashforecast, and Excel exports were easy to miss. Most people found them by accident, if at all.
Now
AI CFO surfaces relevant capabilities as you work: hints when they apply, a one-click way to add the request to your message, and tips while an answer is generating.
AI CFO shows you what it can do
Instead of tours or pop-ups, AI CFO points out capabilities at the moment they would help.
- Contextual hints. Get a tabular answer and a hint offers it as a spreadsheet. Ask a variance question and it points you to the Flux Analysis Skill. Hints appear only when relevant, are limited per conversation, and one click on ✕ dismisses them for good.
- Add to message. One click writes the ready-made request into your message box, appended to whatever you were typing. It's never sent automatically.
- Tips while you wait. While an answer generates, AI CFO shows one-line tips about uploads, Skills and exports.
- Helpful cues. The empty composer names what AI CFO can do, a one-time tip introduces file uploads, and new menu items can carry a NEW badge.
Why it matters
- Find features when they matter. You learn about a capability at the moment you'd want it.
- From idea to done in one click. Add to message turns a suggestion into a request without retyping.
- You stay in control. Nothing is sent for you, and hints can be dismissed.
FAQ
Will hints keep appearing?
Hints appear only when relevant and are limited per conversation. Click ✕ to dismiss one for good.
Does Add to message send my request?
No. It adds the request to your message box. You choose when to send.
Where to find it
Availability
Live for all customers
