FinDash Docs ยท Reviewed 2026-08-09
AI Chat
Ask questions about your finances and get intelligent answers.
How It Works
AI Chat uses the current user, firm, client, and page context to answer questions and run supported tools. Available context can include net worth, cash flow, goals, tasks, contacts, notes, meetings, documents, tax, insurance, estate, and portfolio data depending on access.
What You Can Ask
Ask about a client record, cash-flow scenario, net-worth account, spending history, tax situation, task list, uploaded document, meeting transcript, workflow, or advisor CRM context. Advisors should check generated writes before treating them as final.
Multiple AI Models
The model picker is populated by the AI providers currently initialized on the backend and allowed by firm policy. The lineup can include Claude, OpenAI GPT models, Gemini models, and xAI Grok models when configured.
Document Analysis
Attach supported documents or reference Vault files so AI can summarize, extract values, compare documents, or answer questions. Document access follows storage, Vault, firm, and shared-access controls.
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