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CAS · AI AssistantSample data
In this sample conversation, “I spent USD 20 on food” shows a confirmation card with the expense, account, date and Record and Cancel options. Then “What is a budget?” shows an example: a USD 100 limit, USD 30 spent and USD 70 remaining.

Conversation for organizing and learning

AI Assistant

Organize your finances through conversation and understand your money step by step.

Describe a transaction through text, a voice note or an image, then review the information the assistant interprets. You can query your records and ask about financial concepts with explanations and visual examples. Available features depend on your plan access.

Start with CAS

How to use AI Assistant

  1. Describe what you want to record

    CAS · AI AssistantSample data
    The sample message asks to record USD 20 spent on food. The assistant asks for account, category and date review before confirmation.

    Explain what happened, such as a USD 20 food expense. Include the account, category and date when known; the assistant can ask for missing information.

  2. Review before confirming

    CAS · AI AssistantSample data
    The proposal shows a USD 20 expense in Bank, in the Food category, with its date. Confirmation is still required before saving.

    Check the amount, currency and other details in the proposal. Writing data in CAS requires your confirmation; an interpreted message is not yet a saved record.

  3. Ask and understand

    CAS · AI AssistantSample data
    A natural question about a budget uses an example: a USD 100 limit minus USD 30 spent leaves USD 70. These are not personal balances.

    Ask naturally, such as what a budget is. Explanations and visual examples help explain the concept without becoming an investment recommendation.

Working with your records and learning serve different purposes

A question about your recorded finances uses the context available in CAS. Missing transactions or details can make the answer incomplete: check the period, currency and records behind a number.

A conceptual question is a way to learn. Amounts in an explanation are examples when labeled as such; they are not your bank balance or a personalized financial plan. CAS does not execute payments or transfers.

Questions about AI Assistant

Can I use a voice note or photo?

Yes. The chat supports voice notes and images alongside text. Review the interpreted information: a transcript or photo can contain mistakes or incomplete details.

Does the assistant save everything automatically?

No. It can query information and prepare changes. Before writing data in CAS, it presents a proposal that requires your confirmation.

What can I query or learn?

You can query recorded information, such as transactions in a period, and ask about financial concepts. Available visual explanations support learning; they do not replace professional advice or your own decisions.

Connect your records