Your AI Accountant is always on
Ask questions about your finances in plain English. Get instant answers, summaries, and insights — no accounting degree required.
Like having an accountant on speed dial
The AI Accountant lives inside your Fastbooks dashboard. It has full context of your invoices, bills, contacts, and reports — so when you ask a question, it gives you a real answer based on your actual data.
Based on your paid invoices this quarter (Jan–Mar 2026):
$47,250.00
That's up 23% compared to last quarter ($38,415.00). Your top client was Acme Corp at $12,800.
You have 3 overdue invoices totalling $4,120.00:
- • INV-0042 — Bright Studio — $1,800 (14 days overdue)
- • INV-0039 — Nova Digital — $1,520 (21 days overdue)
- • INV-0035 — Zenith Labs — $800 (30 days overdue)
Want me to draft payment reminders for these?
Here's your 30-day cash flow projection:
Questions your AI Accountant can answer
Think of it as your financial co-pilot. Here are just a few of the things small business owners ask every day.
Cash Flow Projection
See what's coming in and going out over the next 30, 60, or 90 days.
"What does my cash flow look like this month?"
Overdue Invoice Tracking
Instantly see who owes you money and how long they've owed it.
"Which clients have overdue invoices?"
Revenue Summaries
Get revenue breakdowns by month, quarter, client, or product.
"How much did I earn from Acme Corp this year?"
Expense Analysis
Understand where your money goes. Break down spending by category, vendor, or time period.
"What did I spend the most on last quarter?"
Client Insights
Find your best clients, slowest payers, and most profitable relationships.
"Who are my top 5 clients by revenue?"
Tax Preparation
Pull up summaries your accountant needs. Revenue, expenses, and tax-deductible items — ready to go.
"Summarise my income and expenses for the tax year"
Profit & Loss
Ask for your P&L for any period. Compare months, spot trends, and understand your margins.
"Show me my profit and loss for last month"
Upcoming Bills
Never miss a payment. See what's due this week, this month, or any time frame you choose.
"What bills are due in the next two weeks?"
Plain English Answers
No jargon, no formulas. Ask in your own words and get clear, actionable answers.
"Am I making more money this year than last year?"
See it in action
February 2026 Summary
Revenue was up 15% from January. Your largest expense category was software subscriptions at $2,100.
Your top products by revenue (last 12 months):
Website Design Package accounts for 40% of your total revenue.
Clients ranked by average days to pay:
Your average across all clients is 18 days. Consider adjusting payment terms for slow payers.
Not a chatbot. An accountant.
The AI Accountant is not a generic AI bolted onto a dashboard. It has direct access to your Fastbooks data — every invoice, bill, contact, product, and report — so the answers are always specific to your business.
Your Real Data
Answers are based on your actual invoices, bills, and transactions — not generic advice.
Conversation Memory
Your AI Accountant remembers previous conversations so you can pick up where you left off.
Private & Secure
Your financial data never leaves your account. AI queries are processed securely and never used for training.
Try the AI Accountant today
Create a free Fastbooks account and start asking questions about your finances. No credit card required.