# Interface 1: AI Chat The AI Chat interface allows users to interact with AI directly within Excel using natural language. *Using the Chat Interface* 1. **Access AI Chat**: * Click the **Menu** button and select **AI** interface.![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/850b9d49-6cee-4e28-9788-78a6744f1077/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=12beee51b547f333bd2f95cf6d917d91c13f010ca3b5c2b897de53b44ea2fecc&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =117x321") --- 2. **Start a Conversation**: * Choose an existing chat from the dropdown or click **New Thread** to start fresh. * Type your question or command in the input box using plain English. * Press **Enter** or click **Send**. * Rename or delete threads as needed. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/15b07ec4-a109-4c8e-bd62-ebd0d7249c14/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=558b74ab0661526f00774eb23910361ea762508d8d3e5b2292310bd078c56542&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =351x414") --- 3. **Interact with Excel:** * Mention a **specific range** (e.g., `Sheet1!B2:D10`) in your prompt. * If no range is given, AI will use the **current active cell**. --- 4. **Interacting with Attachments:** * Upload files via the **Attach File** button (supports PDF, PNG, JPG, TIFF, TXT, etc.). * Multiple files can be uploaded at once—up to a combined **50,000 tokens (\~40,000 words)**. * Ask questions using terms like **“Attached file”** to reference uploaded documents. --- 5. **Workspace Memory:** * Click “Workspace Memory” button to save workspace memories (like cost centre coding, account selections, rules and logics)—up to 1000 Characters. * Once saved, AI will memorize these preferences in future actions. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/cfd54cce-0e1c-4ac7-afbc-ffc20d849c8d/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=fba57045893333fef1b57403ea9b3fd1809266a2251f66ed3c326e065aaeab25&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =43x43") --- 6. **Saved Prompts:** * Click “Saved Prompts” button to store frequently used queries or commands. * Click “Run” to re-use the saved prompts. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/e9b2f3d7-5fa0-4568-9f57-1eae60a2463d/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=ff1afc58f28becf6052d9e9abcc129c157df848e2535172c088d36aefdbce143&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =43x45") --- ### 💡 Pro Tips for Best Results Use keywords in your queries to direct AI actions: * **"My Excel"** – to analyze, clean, or transform selected data * **"Attached file"** – to extract and use data from uploaded files * **"My DB"** – to query, edit, or update your database * **"My Xero"** – to pull reports or post entries into your connected Xero organisation * **"Workspace Memory"** – to train AI with your specific business logics for your workspace * **"Saved Prompts"** – to automate recurring accounting tasks --- **Documents** - [Introduction](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/introduction-PQaACX6iYa) - [System Requirements](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/system-requirements-KS1GqN2jFp) - [Install](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/install-DZ8TSCgckG) - [Account Management](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/account-management-s9EkSLP5CP) - [Interfaces](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/interfaces-m7JG3TEEQp) - [Xero Connector](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/xero-connector-3uuwmTfIiA) - [Billing, Credits, and Usage](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/billing-credits-and-usage-SFxYPhf3zh) - [Best Practices](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/best-practices-X3n0aDALzL) - [User Plans](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/user-plans-B4MQMON008) - [Uninstall](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/uninstall-u60vOWdD8i) - [FAQ](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/faq-lFQaN9O00Z) - [Trial Sample for Finnex AI Assistant](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/trial-sample-for-finnex-ai-assistant-LJc4Kq7jEM)