FINNEX AI
FINNEX AI
  • Видео 3
  • Просмотров 399
Finnex Excel AI Assistant - Xero Connector introduction demo (testing phase)
This is a introduction video on how Finnex AI Assistant Xero Connector brings ChatGPT like AI into accounting and bookkeeping to improve efficiencies of accountants.
This video walks you through the introduction of Xero connector, including:
✅ Installing and registering the Finnex AI Assistant Excel add-in
✅ Using the chat interface to interact with data in your Excel and database
✅ Connecting to Xero and completing tasks in real-time, such as:
- Running live Xero reports and drilling into details
- Extracting data and PDFs from Xero
- Copying existing invoices to create new ones
- Drafting adjustment reclassification journals into Xero
Additional Features:
While this demo highlights selected use c...
Просмотров: 178

Видео

ChatGPT in Excel - Simply Chat with AI for Excel Tasks
Просмотров 1083 месяца назад
Use GPT AI in Excel to interact with your data in Excel, Database and Systems such as Xero and Quickbooks (testing phase)! Unlike legacy Excel AI tools that rely on complex formula prompts, FINNEX AI allows you to chat directly in Excel, just like you would with ChatGPT. In this video, you'll see: How to clean and analyze data by simply describing your needs Convert data into tables Extracting ...
FINNEX Excel AI Assistant Free Trial Demo Video
Просмотров 1164 месяца назад
In this demo, we walk you through the FINNEX Excel AI Assistant’s free trial experience and explore how to use ChatGPT directly in Excel for interacting with your data in Excel, Database and Systems like Xero and Quickbooks (testing feature). Learn how to get started with the add-in, explore the key features like Chat, Library, Database, and Account management, and follow along the step-by-step...

Комментарии

  • @XiulianLi-r9y
    @XiulianLi-r9y 9 дней назад

    This looks great! Could the AI process vendor invoices in pdf or photo images? We have been using an ocr tool to process them for over 10 years. It is expensive and inaccurate, requiring a lot of manual intervention and fixes to the output result. The new AI tool looks very promising.

    • @FINNEX.AI.
      @FINNEX.AI. 8 дней назад

      Thanks for your comment! Yes, our AI tool can process invoices in PDFs and images using the GPT AI model. It’s significantly more cost-effective (around a few cents per process) and much more accurate. Unlike traditional OCR, the AI understands the content contextually like a human and refines it automatically and instantly. Additionally, it can directly process the recognized content to fill tables in Excel based on the content, unlike fixed-format traditional OCR tool outputs. It also can process the invoice directly into accounting systems like Xero, and Quickbooks. If you’re interested, feel free to reach out. support@finnex.ai

  • @MrCKLee88
    @MrCKLee88 9 дней назад

    Amazing how much you can do in Excel with this AI assistant without even going into Xero!

  • @keyuliu9552
    @keyuliu9552 18 дней назад

    That is brilliant!

  • @bishop1034
    @bishop1034 3 месяца назад

    does this AI do solver and constrains?

    • @FINNEX.AI.
      @FINNEX.AI. 3 месяца назад

      Thanks for the questions. To start with, I’m not quite familiar with solver and constraint problems, but from what I can see, the AI can handle simple optimization tasks. For more complex mathematical problems, we might need to try to connect to a more powerful AI model that specializes in solving advanced mathematical problems. At the current stage, the application is designed to solve general Excel related questions. But feel free to download and try it out-you might discover some fun features!