Financial Files & Reports

Bring the right context

Attach a supported document or spreadsheet through the chat upload control. Say which figures, sheets, periods or questions matter. Upload only material you are authorized to share.

Make the work inspectable

Ask for units, currencies, formulas and source locations alongside the result. Compare the answer with the original document, especially when tables, scans or accounting definitions are involved.

For a report, specify the structure you need: question, evidence, analysis, risks and unanswered points. Available output formats depend on the task and tools.

Handle sensitive information carefully

Remove unnecessary personal information and credentials before uploading. AI and connected providers may process content needed for the task. Check the privacy policy and connection permissions.