Intelligence
Using Jarvis for financial insights
Ask questions in natural language and get strategic clarity from your data.
12 min
Open the Jarvis panel
Click the Jarvis icon in the bottom right or press Cmd+K. The conversational interface appears as an overlay.
Ask a question
Type naturally — 'What was our biggest expense last quarter?' or 'Show me revenue by client this year.' Jarvis understands context.
Take action
Jarvis can do more than answer questions. Ask it to categorize transactions, generate reports, or flag anomalies. It learns your preferences over time.