Fiskl AI
This section covers Fiskl's AI-powered features. 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 |
| Tax guidance | Get region-specific answers drawn from official tax authorities |
| 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 |
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, Fiskl's built-in AI CFO, answers questions, analyses your financial data, runs reports, and guides you through tasks.