← Back to overview
Showcase

Finance

Examples from our own financial system: the assistant works with invoices, bank statements, timesheets and accounting ledgers, answers questions, builds reports and maintains dashboards, straight from the conversation. Client names and amounts in the screenshots have been blurred.

Questions and reports

Asked a question in plain language, the assistant gathers the billed hours, receipts, expenses and profit margin for each project. On the next request, it turns the result into an Excel file and adds the hours from the timesheets.

2026 project overview, requested in the conversation and exported to Excel.
Dashboards from the conversation

The Rill dashboards are defined and updated by the assistant. Say what is missing, and the assistant changes the dashboard and explains what it changed.

The request

A client was missing from the profitability dashboard. The assistant added it and summarised the situation across all clients.

The assistant adds a client to the dashboard and explains the change.

The result

The Rill dashboard, with revenue, costs, profit and margin by month, broken down by client and year.

The per-client profitability dashboard, in Rill.
Extending the analysis

A client on fixed-price contracts didn't fit the model used for the others. The assistant analysed the existing data, proposed a step-by-step strategy and asked for a decision before building anything.

The assistant proposes how to calculate revenue and costs for a fixed-price client.
What data the assistant has

The assistant always knows what data it is working with: here it lists the 12 kinds of input data and the 22 processing steps built on top of them.

Inventory of the input data and the processed results.
Next step

Let's discover where AI brings the most value

Book an initial call, with no obligation. We'll get to understand your needs and show you concretely what is possible.

Book an initial call

Enlarge the text, then drag the image to read the details.