Conversational Queries
Use natural language in Slack to get the information you need, when you need it.
Available with Conversational tier
Overview
Firebean's Conversational tier takes financial information access to the next level. While our standard features deliver scheduled updates, the Conversational tier allows you to request specific financial data exactly when you need it through natural language queries in Slack. No more logging into QuickBooks or Xero or waiting for your next scheduled report.
Features
Quick Invoice Status: Check if invoices are paid, overdue, or sent with natural language queries
Bill Payment Tracking: Instantly verify due dates and payment status for any bill
Customer Balance Insights: Access real-time customer balance information on demand
Financial Snapshot Reports: Request concise financial summaries whenever you need them
Natural Language Interface: Ask questions in plain English, not complex commands
Seamless Integration: Works within your existing Slack workflows
Key Capabilities
Invoice Status Lookups
Check the status of any invoice instantly with natural language like "What's the status of invoice #1234?" or "Show me overdue invoices"
Bill Payment Tracking
Stay on top of payables with conversational queries like "When is our next bill due?" or "Do we have any payments for vendor ABC?"
Customer Balance Insights
Instantly check what customers owe with questions like "How much does XYZ Company owe us?" before important calls
Business Benefits
Real-Time Decision Making
Access critical financial information exactly when you need it for better, faster decisions
Enhanced Convenience
No need to log into your accounting software or wait for scheduled updates
Improved Customer Interactions
Get customer financial information before or during important calls or meetings
Simplified Team Access
Allow team members to access specific financial data without full accounting software training
How It Works
Using Firebean's conversational features is simple:
- Connect Your Accounts: Link your QuickBooks or Xero account and preferred communication channels
- Ask Questions: Use natural language in Slack to ask about your finances
- Get Instant Responses: Receive formatted, easy-to-understand financial data directly in your conversation
- Take Action: Make informed decisions based on up-to-the-minute financial insights
All this happens without ever needing to leave your communication channels or log into your accounting software.