Frequently Asked Questions

Quick answers to the most common questions about the AI CFO Assistant.

Transactions & Trial Balances: CSV (.csv), Excel (.xlsx, .xls).
Budgets: Excel (.xlsx, .xls) or CSV.
Trial Balance Mappings: JSON (.json) or Excel (.xlsx, .xls).
The maximum file size depends on your hosting configuration (typically 16 MB).

Every accounting system exports data differently. The column mapping step lets you tell the platform which of your columns corresponds to Date, Amount, Account Code, etc. The system auto-suggests mappings based on header keywords (in English and Bulgarian), but you can always override them. A 5-row preview confirms the mapping before import.

Minimum: 15–20 transactions spanning several months.
Recommended: 6+ months of continuous data for reliable ARIMA, Revenue Growth, and Liquidity forecasts.
Trial balance data is needed for What-If scenarios, Balance Sheet, and Income Statement reports. At least one trial balance with mapped items is required.

No. The platform computes all dashboard metrics (forecasts, scores, ratios) server-side first. The AI engine (Claude by Anthropic) receives only pre-computed numbers and generates a narrative interpretation. It never recomputes CSV aggregates. This ensures accuracy and consistency — the AI explains, it doesn't calculate.

Financial metrics (aggregated numbers, not raw records) are sent to the Anthropic API for AI narrative generation. Your raw transaction data, credentials, and integration tokens are never shared with external services. QuickBooks and Xero OAuth tokens are stored securely on the server.

BGN (Bulgarian Lev), EUR, USD, GBP, and CHF. Multi-currency trial balances are supported: each line item can have its own currency, and the system auto-converts to the trial balance's base currency using BNB exchange rates (EUR uses the fixed 1.95583 peg).

Budgets progress through five statuses:
Draft → Initial → Revised → Final → Archived.
Start in Draft while mapping lines to accounts. Move to Initial when approved. Create a Revision if mid-year changes are needed (all lines are copied with an incremented version). Set to Final at year-end, then Archive for historical record.

The baseline is calculated from your latest trial balance data. When all driver sliders are at 0 (default), the scenario output equals the baseline. Adjusting drivers shows the delta — both in absolute terms and percentage change — so you can see the impact of each assumption.

Yes. After import, every transaction is editable inline. Click on a cell in the transaction list to edit the date, type (income/expense), category, amount, description, debit, or credit fields. Changes are saved immediately via AJAX. You can also delete individual transactions.

After registering, check your inbox for a confirmation email with a verification link. Click the link to activate your account. If you don't receive it within a few minutes, check your spam folder. You can request a new confirmation email from the login page. Your account must be confirmed before you can access any features.

Some accounting exports use a single column for both debit and credit (positive = debit, negative = credit). If you map the same source column to both Debit Start and Credit Start (or both Debit Closing and Credit Closing), the system automatically splits the values: positive amounts go to the debit field, and negative amounts (converted to their absolute value) go to the credit field.

Yes. The platform supports both English and Bulgarian via Flask-Babel. Use the language switcher in the navbar to toggle. Column auto-detection in file uploads also recognises Bulgarian keywords (e.g. дата for Date, сума for Amount, дебит for Debit).
Organisation & Integrations

An Organisation is the top-level container that groups all your users. A Company is a specific business entity within that organisation (e.g. ACME Ltd). Each company has its own transactions, trial balances, and analysis data. You can have multiple companies per organisation, and each user can be granted access to specific companies only.

Go to Settings → Organisation. In the Pending Invitations section, enter the email address and choose a role (Member, Admin). Click Send Invitation. The invited person receives a link valid for 7 days. Once they register and accept, they join your organisation automatically.

Click the company name shown in the top navigation bar. A dropdown appears with all companies you have access to. Select one — the platform reloads and all data (transactions, reports, AI analyses) now reflects the selected company.

After authorising with Xero, if your account has multiple organisations, you'll be shown a Select Organisation screen. Pick the one you want to connect. You can only connect one Xero organisation per user account at a time. To switch to a different Xero organisation, disconnect the current one and reconnect.

Each sync run imports:
  • Trial Balances — quarterly TBs for the previous year and monthly TBs for each elapsed month in the current year.
  • Budgets — all Xero budgets with at least one non-zero line amount.
Sync runs are logged in the Sync History table on the Xero dashboard, showing status, duration, and records updated. You can configure the sync interval (hourly to weekly) or trigger a manual sync with Sync Now.

No. Disconnecting Xero removes the OAuth tokens and stops background sync, but all Trial Balances and Budgets that were already imported remain in the platform. They are tagged with source = xero and continue to work in all analysis modules.

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