Conversational Queries
Query your financial data using natural language in any language and get instant answers through our AI Agent interface.
Available with Accountant tier - Xero & QuickBooks
Overview
Firebean's conversational features are designed for accounting professionals who want instant access to their clients' financial data. Included with your Accountant subscription, these features allow you to query your Xero or QuickBooks data using natural language in any language and get real-time answers directly in your preferred channel. Ask questions like "Who owes me money?" and get instant, accurate responses from your financial data.
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 language, not complex commands
Multi-Language Support: Ask questions in any language and get responses you understand
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
Quick access to your Xero data without waiting 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 with simple chat commands
How It Works
Using Firebean's conversational features with your financial data is simple:
- Connect Your Accounting Software: Link your existing Xero or QuickBooks account with Firebean
- Ask Questions: Use natural language in your chat to ask about your financial data
- Get Instant Responses: Receive formatted, easy-to-understand financial data directly from your accounting software
- Take Action: Make informed decisions based on real-time financial insights
All this happens conveniently through our AI Agent interface.