@using System.Text.Json @{ ViewData["Title"] = "Ask Your Financials"; ViewData["PageIcon"] = "bi-chat-dots"; var context = ViewBag.Context as PowderCoating.Application.DTOs.AI.FinancialQueryContext; var contextJson = JsonSerializer.Serialize(context); }

Ask Your Financials

Ask Claude a plain-English question about your business finances. Data as of @DateTime.Today.ToString("MMMM d, yyyy").

Reports
Try:
Claude's Answer

Analyzing your financials…

Supporting data:

    Follow-up suggestion:

    Earlier questions this session

    YTD Snapshot
    Revenue @context?.TotalRevenueYtd.ToString("C0")
    Expenses @context?.TotalExpensesYtd.ToString("C0")
    Net Income @context?.NetIncomeYtd.ToString("C0")
    AR Outstanding @context?.ArOutstanding.ToString("C0")
    AP Outstanding @context?.ApOutstanding.ToString("C0")

    Tips

    • Ask about specific time periods: "last month", "Q1", "this year"
    • Compare periods: "compared to last quarter"
    • Ask about vendors, categories, or customers
    • Claude only uses data it was given — it won't invent figures
    @section Scripts { }