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Queries about your data

Ask the assistant about your financial data. It returns responses in KPI cards, tables, or text analysis.

Query Examples​

Revenue and Invoicing​

"How much have I invoiced this quarter?"

  • The assistant sums all your invoices for the current quarter
  • Returns a KPI card with the total
  • Includes comparison with previous quarter

"How much have I invoiced this month vs last month?"

  • Month-over-month comparison
  • Percentage change
  • Trend chart

"How many invoices do I have in January?"

  • Number of invoices
  • Total invoiced in January
  • Breakdown by client

Clients and Sales​

"Who is my best client?"

  • Client who spent the most
  • Total amount in relation to you
  • Number of invoices
  • Month they bought the most

"Who is my most frequent client?"

  • Client with the most invoices
  • Average invoice amount
  • Last purchase

"Who are my top 5 clients?"

  • Ranking by invoiced amount
  • Each with their total and number of invoices
  • Trend (up or down)

"How many active clients do I have?"

  • Count of clients with at least 1 invoice this year
  • Inactive clients (no activity > 6 months)
  • New clients this month

Due Dates and Collections​

"How many overdue invoices do I have?"

  • List of unpaid invoices
  • Total overdue amount
  • Client and due date

"What is my next due date?"

  • Invoices due in the next 30 days
  • Total amount
  • Ordered by date

"How much did I collect last month?"

  • Total payments received
  • By client
  • Collection rate (% of what you invoiced)

"Who owes the most money?"

  • Clients with unpaid invoices
  • Amount owed by each
  • Days since due date

Expenses and Costs​

"What are my expenses this month?"

  • Total recorded expenses
  • Breakdown by category
  • Largest individual expense

"What are my most common expenses?"

  • Categories with most expenses
  • Average per category
  • Month-over-month comparison

"How much do I spend in [category]?"

  • Total in a specific category
  • Can be: Material, Services, Travel, etc.
  • Latest transactions in that category

"What is my margin?"

  • Revenue - Expenses = Profit
  • Margin percentage
  • Breakdown by client if desired

Taxes and Retention​

"How much tax do I owe?"

  • VAT payable simulation
  • Estimated IRPF (personal income tax) if applicable
  • Taxable base

"What is my tax situation?"

  • Summary of invoices with and without VAT
  • Estimated tax debt
  • Next declaration due date

"What retentions have been applied to me?"

  • Total IRPF retentions
  • By client or by period
  • Pending retentions

"What is my average invoice amount?"

  • Average amount per document
  • Compared to previous months
  • Indicator of whether your prices are increasing/decreasing

"What is my projected invoicing this year?"

  • Extrapolation based on current average
  • Compared to previous years (if data exists)

"What are my low seasons?"

  • Months with lower revenue
  • Months with higher expenses
  • Recommendations for stabilization

Response Formats​

The assistant returns responses in several formats:

KPI Cards​

For simple metrics:

📊 Invoicing this quarter
€15,340.00

↑ 12% vs previous quarter

Tables​

For comparisons or lists:

ClientAmountInvoicesLast purchase
Empresa A€5,200815 Jan 2025
Juan Garcia€3,10058 Jan 2025

Charts​

For trends (in visual chat):

  • Invoicing by month
  • Expenses vs revenue
  • Top clients

Text Analysis​

For complex questions with context:

"Your revenue has grown by 23% this quarter. Primarily thanks to two clients: Empresa A (+€2,400) and Startup B (+€1,800). However, your expenses also increased by 15%, mainly in Material (€350 more). Your current margin is 68%."

More Complex Queries​

Custom Comparisons​

"How was January compared to December?"

  • Revenue: January vs December
  • Expenses: January vs December
  • Margin: Comparison

"Which clients are more profitable?"

  • If you know costs associated with each client
  • Calculate margin per client
  • Suggests where to focus

Projections​

"When will I reach €10,000 per month?"

  • Based on your current growth
  • With linear or exponential trend

"What will be my best month of the year?"

  • Seasonal analysis
  • Recommendation on when to launch campaigns

Limitations​

The assistant cannot:

  • Access data from third-party integrations (Stripe, Shopify, etc.) — only your manual invoices and expenses
  • Compare with competitors
  • Predict the future with 100% accuracy
  • Perform analyses that require more than 12 months of data (if it's your first month)

Tips for Better Analysis​

✅ Be clear about what you want:

  • "How much did I invoice in January?" (good)
  • "How are the numbers looking?" (vague)

✅ Specify periods:

  • "This quarter" vs "This year" vs "The last 90 days"

✅ Keep your expenses categorized:

  • Allows for deeper analysis
  • The assistant can suggest optimizations

✅ Record data regularly:

  • Better analysis with more historical data
  • Trends become clearer

Next step: Upload documents to chat