A finance dashboard uses AI agents after fixed calculations
Financial Dashboard aims to be more than a nicer view of data. It is designed as a for business , cash flow, risk, planning, and decisions. Sage Accounting and Xero support is planned for future updates.
The main rule is that financial AI should not guess; it should work from , fixed calculations, connected source systems, and clearly separated . is connected through One, and user-specific connection state is stored in Convex. Financial data is synced and versioned so dashboard views can show how fresh the data is and whether cached data is being used.
Financial metrics are calculated in a fixed way before AI gives an interpretation. Page agents and specialist agents handle explanations, priorities, and routing, while write actions stay gated so analysis and execution remain separate.
Key points
- The product turns data into a finance for , cash flow, risk, and planning.
- Financial metrics are calculated in a fixed way before AI interpretation starts.
- Page agents and specialist agents explain information, set priorities, and route work.
- Write actions are gated so AI analysis does not automatically change financial systems.
- Sage Accounting and Xero support is planned for later.