Introduction

About FINNEX AI Assistant

Finnex AI Assistant is a native Excel Add-in that empowers Excel users with Generative AI (GenAI) capabilities for enhanced data processing, analysis, and reporting directly within Excel. By focusing on innovation and user-centric design, Finnex AI provides intuitive tools that makes AI easily accessible for non-technical users.

Key Features

1. AI-Powered Data Analysis
   Finnex AI Assistant empowers Excel users to analyze larger volumes of data that exceed Excel’s native limits by seamlessly integrating with cloud-hosted databases. Users can use AI to access, manage, and analyse datasets without needing SQL knowledge.

2. Comprehensive Data Management
   Easily import, export, and securely store data on cloud-hosted databases. Manage data effectively for non-technical Excel users.

3. Customizable Reporting
   Generate detailed, customizable reports using AI. Drill down into data, present results clearly, and share insights effortlessly with stakeholders.

4. Seamless System Integrations
   Connect effortlessly with leading accounting platforms like Xero and QuickBooks. Sync transactions, CoA, contacts, and reports in real-time to enable AI-powered automation.

5. Secure and Compliant
   Built with top-level security and compliance to protect user data, adhering to industry standards for peace of mind.

Interfaces

1. 🏠 Home – Dashboard Overview

2. 💬 AI – Chat with Finnex AI

3. 🗂️ Database – AI-Powered Cloud Database

4. ⚙️ Settings – App Configuration

5. 🏦 Account – Subscription & Billing

6. 🔗 Xero – Xero Integration Management (available only when Xero Connector is enabled)