AI Financial Assistant

Live Requires Elite plan or higher · Agent role

Summarize financial data and draft client-ready insights.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Analysis goal (required) — text field in the workspace
• Period end date (optional) — date field in the workspace
• Forecast horizon (months) (optional) — slider field in the workspace
• Financial data / notes (required) — textarea field in the workspace

Primary action button: Generate plan

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Elite apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select AI Financial Assistant under EZ Utility Apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Upload document (optional) — Under Upload document, attach a file and click Upload. Enable Run after upload to fill the workspace and run in one step.
4. Use file history — Under File history, select a saved file and click Load file to populate your text field.
5. Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
6. Complete additional inputs — In Workspace, fill Analysis goal, Period end date, Forecast horizon (months) before you run.
7. Enter Financial data / notes — In Workspace, add content to Financial data / notes (paste text or load from upload).
8. Run the app — Click Generate plan. Review the Result section and download if needed.
9. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Analysis goal

Draft a 90-day cash-flow outlook for the practice

The business outcome you need (forecast, timeline, argument outline).

Period end date

2026-05-31

End of the month or quarter you are reporting on.

Forecast horizon (months)

6

Planning horizon in months.

Financial data / notes

Avg revenue $42k/mo · Payroll $18k · Rent $6k · One-time equipment $12k in August

Facts, constraints, and sequence — the AI will not invent dollar amounts you omit.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• Build month-end close checklist from AR and AP notes provided.
• Outline 90-day cash-flow steps without inventing revenue numbers.
• Case timeline draft from intake notes and hearing dates only.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (plan)

• Steps sequenced from your goal and notes
• Assumptions labeled; no invented revenue figures
• Checklist your team can execute or paste into a doc

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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