Fiskl AI
This section covers Fiskl's AI. Fiskl runs specialised accounting decision models and deterministic accounting on one live ledger. Fi, your built-in AI CFO, analyses your financial data, answers accounting questions, and guides you through tasks, all without leaving the platform.
What Fi Can Do
Fi handles a broad range of financial and accounting tasks through natural conversation. You can ask questions about your own data, get guidance on accounting concepts, or work through a task step by step.
| Capability | What you can do |
|---|---|
| Financial analysis | Ask questions about your revenue, expenses, and trends using plain language |
| Accounting reports | Run and explore reports through conversation |
| Flux analysis | See why figures moved, month by month, with the main driver for each period |
| Cash flow forecasting | Project your cash flow and test scenarios in conversation |
| Statutory accounts and commentary | Prepare statutory accounts with the narrative report |
| Anomaly and fraud-risk review | Flag errors and patterns that need investigation |
| Duplicate detection | Stop the same transaction being recorded twice |
| Collections | Rank overdue invoices by risk and draft reminders |
| Period review | Check a period before you lock it |
| Corrections | Fix errors and post entries from the conversation |
| Tax intelligence and nexus | Get region-specific answers from official tax authorities, check a transaction's tax treatment, and test nexus |
| Help and concepts | Access Fiskl documentation and accounting explanations instantly |
| Guided tutorials | Follow step-by-step walkthroughs for common tasks |
| Multilingual support | Communicate in your preferred language |
AI Across Your Books
Fiskl's AI also works without a conversation. It categorises bank transactions, matches payments to invoices and bills, and extracts data from receipts and bills.
- How AI Categorisation Works: How Fiskl's decision system categorises each bank transaction
- Account Reconciliation: How automatic matching works
- AI-Powered Expenses: Extraction from receipts, invoices and bills
How It Works
When you ask Fi a question, it determines the best way to respond — searching the knowledge base, retrieving live data from your account, running a report, or launching a guided tutorial. Fi maintains context throughout a conversation, so you can ask follow-up questions without repeating background information. Start a fresh conversation when you switch to a new topic for the most accurate responses.
Key Concepts
| Term | What it means |
|---|---|
| Fi | Your AI-powered advisor, built into Fiskl |
| Knowledge base | The library of Fiskl documentation, tutorials, and accounting principles Fi draws from |
| Intelligent routing | Fi's ability to determine the best approach for each question automatically |
| Regional tax knowledge | Regularly updated content from tax authorities including HMRC, the IRS, and agencies in Singapore, Australia, and South Africa |
| Multilingual support | Fi detects your language and responds with the same level of expertise in each |
Using Your Own AI Assistant
Fi works inside Fiskl. You can also connect an outside AI assistant, such as Claude, directly to your Fiskl data.
| Fi | Your own AI assistant | |
|---|---|---|
| Where you work | Inside the Fiskl app | In the assistant you already use |
| Setup | None — Fi is built in | Authorise a connection once |
| Best for | Guided help, tutorials, and tax guidance in context | Working across Fiskl and your other tools in one conversation |
To set this up, see Connect Your AI Assistant.
Available Guides
📄️ Fi - Your AI CFO
Learn how Fi, your AI CFO in Fiskl, analyses your data, explains changes, forecasts cash flow, flags risk, chases overdue invoices and corrects entries.
📄️ Flux Analysis and Cash Flow Forecasting
Use Fi to run flux analysis across your financial reports, see what drove each change, and forecast your cash flow six months ahead, with scenarios to test.
📄️ Anomaly and Fraud-Risk Detection
How Fi flags duplicates, misclassified entries, tax errors and fraud-risk patterns across your ledger, explains each finding, and helps you correct it.
📄️ Tax Intelligence, Research and Nexus
How Fi answers tax questions from official sources, checks how a transaction should be taxed, and tests US sales tax nexus and EU place-of-supply rules.