Fi - Your AI Advisor
Fi is your AI-powered advisor built into Fiskl. It answers questions, analyses your financial data, and helps you take action — all from a single conversation.
What is Fi?
Fi is an agentic AI advisor that goes beyond answering questions. It connects directly to your Fiskl account data, retrieves real numbers, spots patterns, and presents insights — so you can make informed decisions without leaving the conversation.
Previous versions of Fi worked as a knowledge-base chatbot. The current version operates as an intelligent agent that reasons through your questions, decides which data to pull, and delivers tailored answers with supporting charts and detail.
What Fi Can Do
Fi combines platform knowledge with live access to your financial data. Here is what that means in practice.
Answer Questions About Fiskl
Fi draws on the complete Fiskl help documentation, tutorials, and FAQs. Ask about any feature and get a clear, accurate answer with relevant context.
Analyse Your Financial Data
Fi retrieves data directly from your Fiskl account. Ask questions like:
- "How is my business doing compared to last year?"
- "Show me my revenue trends for the past six months"
- "Which clients owe me the most right now?"
Fi pulls the relevant numbers, runs the analysis, and responds with a summary you can act on.
Visualise Your Numbers
When a chart or graph helps tell the story, Fi generates visual summaries inline. You see the data presented clearly without needing to open a separate report.
Detect Anomalies
Fi applies built-in rules to flag unusual transactions or patterns. If something looks out of place — a duplicate entry, an unexpected spike, or a missing categorisation — Fi highlights it and suggests next steps.
Speak Your Language
Fi communicates in multiple languages with the same level of expertise. The system detects your language automatically and responds accordingly. Supported languages include English, Spanish, French, German, Mandarin, and many other major world languages.
Fi adapts to regional financial terminology and practices so you receive contextually appropriate guidance regardless of where you operate.
Tax and Regional Knowledge
Beyond general accounting principles, Fi draws on indexed content from official tax authorities. Fiskl regularly scans and indexes guidance from government tax agencies so Fi can answer region-specific tax questions with up-to-date information.
The depth of tax content available depends on your Fiskl plan. All plans include core tax guidance for supported regions. Pro and Prime plans unlock deeper coverage such as professional guidance, legislative updates, and advanced rulings.
Fiskl currently indexes tax authority content for several major regions and is actively expanding coverage. If your country's tax authority is not yet indexed, contact our support team — we can add new sources quickly to ensure Fi has the regional knowledge you need.
Ask Fi a tax question specific to your region. If the information is available in the knowledge base, Fi surfaces it automatically alongside your account data and general accounting guidance.
How Fi Works
When you ask a question, Fi follows an intelligent reasoning process to deliver the best answer.
- Understand your question — Fi analyses what you need, whether that is a feature explanation, a data insight, or a specific action.
- Gather the right information — Fi decides which tools to use: searching the knowledge base, calling your account data, or both.
- Reason through the answer — Fi processes the information, connects related data points, and builds a clear response.
- Deliver your answer — You receive a tailored response that may include explanations, data summaries, charts, or recommendations.
Fi maintains context throughout your conversation. Ask follow-up questions to drill deeper into any topic without repeating background information.
Start a fresh conversation when you switch to a new topic. This helps Fi give you the most focused and accurate responses.
Getting the Best Results from Fi
Follow these practices for more useful answers.
Be Specific
The more detail you provide, the more targeted the response.
| Instead of | Try |
|---|---|
| "How are my finances?" | "How does my revenue this quarter compare to last quarter?" |
| "Tell me about expenses" | "Why don't my expenses appear on my Dashboard or P&L report?" |
| "Show me reports" | "Show me my cash flow for the last three months" |
Provide Context
Mention the specific feature, report, or time period you are working with. For example, "I'm looking at my March P&L and the travel expenses seem high — can you break them down?" gives Fi enough context to pull the right data.
Ask Follow-Up Questions
Fi remembers what you discussed earlier in the conversation. Build on previous answers:
- "Can you break that down by client?"
- "What about the same period last year?"
- "Show me that as a chart"
Give Feedback
Rate Fi's answers using the thumbs up or thumbs down buttons. Your feedback helps improve responses over time.
Current Limitations
Fi is a powerful tool, but there are some boundaries to be aware of:
- Fi cannot make changes to your account or perform actions on your behalf — it provides information and guidance
- Fi cannot access data from external systems outside Fiskl
- Questions unrelated to Fiskl, accounting, or business management are outside Fi's scope
Fi's capabilities are expanding. Future updates may include the ability to perform actions on your behalf, deeper integrations, and more advanced analytical features. Your feedback shapes what comes next.
Common Issues
Fi gives a generic answer instead of using my data
Make sure your question references specific data. For example, ask "What is my revenue for Q1?" rather than "Tell me about revenue." If Fi still does not pull your data, start a new conversation and try again.
Fi responds in the wrong language
Fi detects your language from the text you type. Write your question in the language you want the response in. If detection is incorrect, state your preferred language at the start of the conversation — for example, "Responde en español."
Fi seems to lose context mid-conversation
Very long conversations can reduce accuracy. Start a fresh conversation when you switch topics or if responses become less relevant.
Related Topics
- Fiskl AI Overview — Learn about all AI-powered features in Fiskl
- Dashboard Overview — Understand your financial dashboard
- Profit and Loss Report — View your income and expenses
- Getting Started with Fiskl — Learn the basics of using Fiskl