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ASK for Finance

Fewer questions bouncing around at month end.

Cited answers from policies and contracts, month-end steps that run as workflows, and contract dates that arrive on time. Anything that involves money asks you to sign in again.

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ASK

Ask anything about your company…

Your team asks

  • What is our approval limit for software purchases?
  • Which contracts renew in the next 90 days?
  • Compare these two supplier offers.

Answers come from

  • SharePoint
  • OneDrive
  • Google Drive
  • Outlook / Exchange
  • Snowflake
  • PostgreSQL
Illustration with sample data.

Permission-aware by design. Every answer for finance teams comes only from what each person may open in the source systems, checked inside every search, before anything reaches the AI.

See how

What slows finance teams down

  • Month-end questions bounce between finance and the business.
  • Policies, approvals and contracts sit in different places.
  • Matching exports by hand takes days.
  • A number without a source is hard to trust.
  • Contract renewals are noticed too late.

How ASK helps

Month-end reconciliation as a workflow

A workflow collects the bank and ledger exports from a folder, reads them with your own access, lists the open items and drafts the questions to their owners.

  • Files from SharePoint or Google Drive
  • Read with your own access
  • Messages wait for your approval
ASK workflow

Month-end reconciliation, June

  1. Exports collectedBank and ledger, Finance/Close/June
  2. Open items listed6 differences to explain
  3. Questions drafted3 cost centre owners
  4. Close checklist updatedAfter your approval
Illustration with sample data.

Expense answers with the policy attached

Employees ask about travel and expenses and get the answer from your finance policies, so fewer questions reach the team.

  • From the current policy
  • Linked to the exact rule
  • In Teams, Slack or the web app
ASK

Can I expense a taxi after a late client dinner?

AI-generated answer, with sources

Yes, taxis after 22:00 are covered when public transport isn't practical 1. Add the receipt and the client's name in the expense tool 2.

  1. 1SharePointExpense policy, section 4
  2. 2ConfluenceExpense tool guide
Illustration with sample data.

Close steps and contract dates on time

A Buddy lists the close steps from your handbook on the first day of each month and reminds you of notice periods before they pass.

  • On the first day of each month
  • Notice periods from your contracts
  • Reminders at the time you choose
ASK inbox

Close starts today

Month-end close helper

  • Accruals due Wednesday 1
  • Intercompany invoices due Thursday 1
  • Office lease: notice period ends 30 September 2
  1. 1ConfluenceClose handbook
  2. 2SharePointLease agreement
Illustration with sample data.

Questions your team can ask

  • What is our approval limit for software purchases?
  • Which contracts renew in the next 90 days?
  • Compare these two supplier offers.
  • Summarise the Q2 forecast with figures cited.
  • Find the invoices from Contoso in my mailbox.

Agents, Buddies and workflows to start with

Ready-made templates come with ASK; the examples are built in minutes with the no-code builder. Anything that changes another system asks first.

  • BuddyReady-made template

    Month-end close helper

    On the first day of each month lists the close steps from your handbook and sets reminders.

  • AgentReady-made template

    Expense policy answers

    Answers questions about expenses and travel from your finance policies, with sources.

  • AgentReady-made template

    Budget document summary

    Summarises budget and forecast documents you can open, with the figures cited.

  • AgentReady-made template

    Invoice e-mail finder

    Finds invoices and payment reminders in your own mailbox.

Works with the tools you use

ASK connects to 72 connector types, each with its permissions. These are the ones finance teams use most.

  • SharePoint
  • OneDrive
  • Google Drive
  • Outlook / Exchange
  • Snowflake
  • PostgreSQL
  • Airtable
  • Microsoft Teams

Safe for every team

  • Permission-awareEach person sees only what they may open in the source.
  • Chats stay privateNo admin and no operator browses employees' chats.
  • Approvals firstChanges in other systems wait for approval.
  • Audit logSign-ins, admin changes and agent actions, append-only.
  • Labelled as AIEvery answer says it is AI and shows its sources.
How ASK handles security

See ASK for finance teams

We walk through ASK with the questions your team asks, the tools you use, and what your admins control.

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