Reporting & Analysis
AI Expense Audit for Zoho Books
Checks expense claims against policy and flags exceptions, connected natively to Zoho Books so it reads and updates expenses, receipts, vendors and…
Reporting & Analysis
AI Finance Assistant
Finance questions answered from your own ledgers, policies and reports, with sources shown, in seconds.
Your finance team answers the same questions every week: which account does this go to, who approves that, what did we spend last quarter. Each answer means digging through ledgers and policy files. This assistant answers from your own chart of accounts, approval rules, invoices and reports, and shows the source every time. When it does not know, it hands the question to a person.
- Finance questions answered in seconds, with the source shown
- Works inside Slack, Microsoft Teams or a website widget
- Unclear questions handed to a person instead of guessed
$3,400
20–30 working days
Optional maintenance $249/mo
What it is
AI Finance Assistant answers your finance team's questions by reading your chart of accounts, approval rules, invoices and reports, and replying with the figure or policy line plus its source. It runs in a website widget, Slack or Microsoft Teams. If the answer is not in your documents, it says so and hands the question to a person.
Why businesses buy it
Every repeat question pulls a skilled finance person away from closing the books, analyzing spend or advising the business. New staff and managers outside finance ask the most, and wrong guesses lead to miscoded spend and missed approvals. After this build, those questions get a correct, sourced answer in the tools your team already uses, and finance gets its focus back. The Scope Card lists the documents, channels and limits before you pay, so you know exactly what the assistant will know and where it will answer.
Problems this solves
The finance team answers the same policy questions every week
The assistant answers from your chart of accounts, approval rules, invoices and reports. It replies with the figure or policy line plus its source, so colleagues can help themselves.
People code spending to the wrong account because they guess
Staff can ask which account or cost code applies and get an answer from your own chart of accounts. Each reply cites its source document, so the guidance is easy to check.
Answers from finance vary depending on who replies
Every answer comes from the same approved set of up to 100 documents or 200 web pages. If the answer is not in them, the assistant says so rather than guessing.
Awkward questions get lost in busy chat threads
Anything outside its documents or its five set intents goes to a person. The handoff uses one agreed route, such as email or your helpdesk, so nothing is left hanging.
A good fit if
Your team asks the same ledger and policy questions repeatedly, such as approval limits, vendor terms or account codes.
You already keep a chart of accounts, an approvals policy and financial documents you can hand over as its knowledge base.
You want a single place to ask 'what is our current spend on X' without opening the accounting system.
You want every answer to cite the document or ledger line it came from, so nobody has to take it on faith.
Not the right fit if
You want spending patterns analyzed and unusual expenses flagged automatically, not just answered on request. See AI Expense Analysis.
You want expense claims checked against policy and violations queued for review. See AI Expense Audit.
You are trying to coordinate the actual month-end close, not answer questions about it. See AI Financial Close Assistant.
Your question volume or document set is larger than the limits below. Add a note at checkout, or use our Custom AI enquiry form for larger or bespoke projects.
How it works
- You hand over the knowledge. Your chart of accounts, approval rules, and up to 100 documents or 200 web pages of policies and reports become its source material.
- A team member asks a question. In the website widget, Slack or Teams, in plain language: an approval limit, a vendor's payment terms, or what a report said about a cost center.
- The assistant answers from what you gave it. It works out the intent, checks the ledger data and documents you approved, and replies with the figure or policy plus where it came from.
- Unclear or missing answers are not guessed. If the question falls outside the documents and rules it was given, it says so and hands off to a person instead of improvising.
- Every exchange is logged. Questions, answers and sources are recorded so finance leads can see what is being asked and correct the source material if an answer needs sharpening.
- You review and refine. Two rounds of changes before launch let you adjust tone, add missing policies, and tighten the up-to-five intents it handles.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- The documents and website URLs you want the assistant to learn from.
- Your top 20 finance FAQs with the answers your team already gives.
- An escalation email address or helpdesk access for questions it cannot answer.
- Website admin access, or your developer's, to install the chat widget.
- Your logo and brand colors for the widget.
- Admin access and API keys for any connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake, and one person who can approve decisions.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your top 20 FAQs confirmed.
Weeks 1–2
Knowledge base built from your documents, policies and reports.
Week 3
Widget, Slack or Teams channel connected and styled to your brand.
Weeks 3–4
40 documented test questions run, with pass/fail results sent to you.
Week 4
Your review and two rounds of changes to answers and tone.
Go-live
Live, recorded handoff session held, and 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,400 |
| Express | 15–25 working days | $4,000 |
| Rush | 10–20 working days | $4,600 |
What you receive at handover
- AI Finance Assistant live in one channel: website widget, Slack or Microsoft Teams
- Up to five question intents plus a human handoff route
- Your approved finance documents connected as its only source
- Test report with 40 documented test questions and pass/fail results
- Admin guide and a recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can free finance staff from answering the same questions repeatedly
- Helps colleagues get a sourced answer without waiting
- Makes finance guidance more consistent across the business
- Questions answered without handoff
- Read the assistant's conversation log each month and compare questions answered from documents with those passed to a person.
- Routine questions reaching the finance inbox
- Tally policy and coding questions in the finance inbox for two weeks before launch and two weeks after.
- Miscoding corrections at month end
- Count journal corrections for miscoded spending in the month before launch and compare with the months after.
Before you start: For two weeks before launch, tally the questions finance answers by hand. Also note how many miscodings you correct each month.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay for the build once. Running the assistant afterwards costs roughly $30 to $150 a month, covering AI model usage and hosting, billed in your own accounts so you keep ownership of the provider relationship. Usage during the build and test phase is billed the same way, in your accounts, not ours.
Ask about running costsCustom requirements
If your question set or document count runs past the Scope Card, add a note at checkout. You get a written Change Quote, and the work only starts once you accept it. Larger or bespoke projects go through the Custom AI request form.
Request a custom versionKeep it running
After the 30 days of included support, maintenance is optional and monthly: monitoring, fixes, model and platform updates and a monthly health report. Change hours cover small updates like a revised approval limit, new policy documents or a new FAQ. Bigger changes need a Change Quote. Cancel any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A chatbot platform charges a recurring seat or usage fee before you have asked a single question | A custom build is quoted after discovery calls, with the total unclear until the end | Ours is one fixed price, shown before you buy |
| Scope | A generic chatbot needs you to configure the finance knowledge yourself | An agency agrees scope as the project goes | Ours is written on the Scope Card before purchase, including the 100-document limit |
| Delivery | Self-serve tools still take weeks of internal setup to be useful | An agency project usually runs several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Answer sourcing | Many chatbots answer without showing where the figure came from | An agency build depends on what was specified | Ours cites the document or ledger line behind every answer |
Questions about this product
How is AI Finance Assistant different from a general company chatbot?
It is built only from your finance documents: chart of accounts, approval rules, invoices and reports. A general chatbot answers from whatever you feed it broadly, which means finance questions get generic or incomplete replies. This assistant is scoped to up to 100 finance documents or 200 web pages, so its answers stay grounded in the numbers and policies you actually run on.
What happens if a question is outside what the assistant knows?
It says so rather than guessing, then hands off to the escalation email or helpdesk you set up during intake. It only answers from the chart of accounts, rules and documents you approved, so it never invents a policy or a figure. You can add the missing document or FAQ afterwards through monthly maintenance.
Is our financial data kept secure?
Yes. Access to your systems is shared by adding our team as a user or creating a key you control, never sent by email, and the assistant only reads what you connect it to. It does not push data anywhere beyond the channel you chose. Data retention and deletion rules, single sign-on and audit logging are all available as add-ons if your policy requires them.
How much does AI Finance Assistant cost to run each month?
Roughly $30 to $150 a month for AI model usage and hosting, paid directly in your own accounts rather than to us. The exact figure depends on how many questions your team asks. There is no separate platform fee from Upmark Labs on top of the one-time build price.
Can we add more documents or a second language later?
Yes. Small additions, such as an updated policy document or a handful of new FAQs, fit inside the monthly change hours included with maintenance. A larger expansion, like doubling the document limit or adding a second language, is quoted as an add-on or a Change Quote before the work begins.
How long does the finance team need to spend on setup?
Expect to spend one to two hours gathering the chart of accounts, approval rules and top 20 FAQs within the first 72 hours. After that, expect about an hour reviewing the 40 test questions, plus the 60-minute recorded handoff session at launch. The bulk of the work is ours.
Can we cancel AI Finance Assistant maintenance after launch?
Yes. Maintenance bills monthly and can be cancelled for any month going forward, with no lock-in contract. The 30 days of support included with the build continue regardless of whether you take maintenance. Unused monthly change hours do not roll over to the next month.
Who owns the finance assistant once it is built?
You do. It runs in your own accounts, connected through credentials you control, and nothing is held hostage to a subscription with us. If you stop maintenance, the assistant keeps answering questions using the knowledge already loaded into it, until you choose to change something yourself.
Stop answering the same ledger question twice.
Order AI Finance Assistant and it answers from your own chart of accounts and policies, with sources shown, on a delivery date fixed and shown before you pay.
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