Use case
Finance and accounting
Month end. The finance manager is putting together October’s payments: the contract register in one spreadsheet, prepayment terms in the contracts themselves, budget comments on a separate sheet. The head asks why the “Training” line went up — and it is another search through files.
Situation
Figures in spreadsheets, terms in contracts, explanations in comments
What gets in the way
- The contract register and the budget are multi-sheet spreadsheets; payment terms are in the contracts.
- The question “what do we pay this month and where is there a prepayment” means checking the register against the contracts by hand.
- Comments on budget changes are kept apart from the figures.
- Every counterparty has its own closing documents, and one person remembers them.
Solution 01
The month’s payments — by the register and the contracts
The question: “Which supplier payments fall in October 2026, and which contracts have a prepayment?” The AI agent reads the supplier contract register, the contracts themselves and the reports and answers with a table: supplier, contract, amount, due date — separately naming where the prepayment has already been made and where it has not.
How spreadsheets and folders are read← scroll the frame →
Solution 02
A budget line — with its history and the reason
The question: “What is in the ‘Training’ line of the third-quarter budget, how has it changed and why?” The AI agent reads the quarterly expenses sheet and the comments sheet of the same spreadsheet and answers: plan, actual, and the board decision that raised the plan — with the name of the sheet.
How to ask a good question about documents← scroll the frame →
Solution 03
A counterparty’s closing documents — from the guidance note
What does the contract with Vektor LLC require in terms of closing documents? The AI agent reads the contract and the accounting guidance note and answers: a universal transfer document quarterly, an invoice, a reconciliation statement on request, delivered via electronic document exchange. The same goes for any counterparty in the folder.
One question — one counterparty
Documents, frequency and delivery method — from the contract and the guidance note.
A summary — as research
A table of all counterparties with every row checked by a second AI agent, in PDF.
A fact — into the knowledge base
“We do not claim input VAT — simplified tax system” is written once and taken into account in every answer.
Solution 04
Ask where people already work
The finance manager asks right in a comment on the budget spreadsheet in Google Drive — and the answer arrives there too. A comment on a Notion or Confluence page, in a Google Doc, on a Figma design or in a tracker ticket that mentions the AI agent is a question, and the answer arrives in the same discussion. Research is ordered the same way: the finished document appears next to the original. There is no need to open the app.
In the app
The “Ask” section of the space: question, answer and follow-ups, like a conversation; the price of the question is shown right after the answer.
In a comment on a document
Notion, Confluence, a Google Doc or a Figma design: a mention of the AI agent in a comment is a question, and the answer arrives in the same thread.
In a tracker ticket
Jira, Redmine and others: a question as a comment, an answer as a comment; research arrives as an attached document.
Solution 05
What your IT specialist does — once
Installs the connector in the company network, picks a connection from the catalogue — Notion, Confluence, Google Drive, folders on a server, a tracker — names the department’s space and marks which sections and folders to read. Systems outside the catalogue — 1C, online banking, electronic document exchange — are connected with a custom tool: separate IT work following our documentation, after which the system is available to the AI agent just like the catalogue. From then on the department works on its own; a file that is not in the sources is simply attached to the question.
The connector in your network
A small program, outbound connections only by default; installed once for the whole organisation.
Connection to the documents
From the catalogue or a custom tool; an account that can read and comment, with the marked sections and folders.
The department’s space
Access is granted per space: the finance space has no access to the HR documents until the owner grants it.
Solution 06
What the AI agent does not do
The limits are stated up front, so the department does not wait for what will not come.
Does not change spreadsheets or make payments
it reads and answers.
There is no 1C, online banking or e-document exchange in the catalogue
your IT specialist connects them with a custom tool.
Does not issue invoices or keep the books
Buff is paid in roubles with closing documents; the cost of a conversation is shown in its header.
Outcome
The month’s payments, a budget line with its reason and a counterparty’s closing documents — in a minute, with a link to the spreadsheet and the sheet. Checking the register against the contracts is no longer manual.
The first step is a name
Create a space and ask your first question
Sign up by email and the space is ready at once. Until your IT specialist connects the documents, the AI agent answers from the knowledge base and from files you attach to the question. A starting balance is provided to try it out.
Until documents are connected, attach a file to the question