> ## Documentation Index
> Fetch the complete documentation index at: https://docs.snishop.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Finance Assistant: Ask Questions About Your Business

> Chat with Snishop ERP's AI assistant to query your financial data, get spending insights, and generate interactive charts in natural language.

The AI Finance Assistant puts the full depth of your business data at your fingertips — no dashboards to dig through, no reports to manually compile. Just type (or speak) a question in plain Bahasa Indonesia or English, and the assistant answers with real numbers pulled live from your Snishop ERP data. Whether you need a quick spending total or a multi-month revenue breakdown, the assistant handles it in seconds.

## A Business Assistant That Takes Action

The AI assistant connects to a wide range of built-in business tools. This means the AI doesn't just answer questions — it can take action on your behalf directly from the chat window.

Here's a sample of what the assistant can do for you:

> [card] Query Transactions
>
> Search and filter your transaction history by date, category, vendor, or amount.

> [card] Generate Reports
>
> Produce profit & loss summaries, expense breakdowns, and cash flow reports on demand.

> [card] Create Invoices
>
> Draft and save invoices to clients without leaving the chat window.

> [card] Add Expenses
>
> Log new expense transactions by describing them in natural language.

> [card] Analyze Trends
>
> Spot patterns across weeks, months, or custom date ranges with comparative analysis.

> [card] Answer Ad-Hoc Questions
>
> Get instant answers to any financial question about your business data.

## Example Prompts

You can talk to the assistant in Bahasa Indonesia, English, or a natural mix of both. Here are some prompts to get you started:

```text Spending & Expenses theme={null}
Berapa total pengeluaran bulan ini?
(What are my total expenses this month?)

Apa kategori terbesar pengeluaran saya?
(What is my largest expense category?)

Tampilkan 5 transaksi pengeluaran terbesar minggu lalu.
(Show my 5 largest expense transactions last week.)
```

```text Revenue & Reports theme={null}
Tampilkan grafik pendapatan 3 bulan terakhir.
(Show a revenue chart for the last 3 months.)

Berapa laba bersih saya bulan ini dibanding bulan lalu?
(What is my net profit this month compared to last month?)

Buat laporan arus kas untuk kuartal ini.
(Generate a cash flow report for this quarter.)
```

```text Actions theme={null}
Buat invoice untuk PT Maju Jaya senilai Rp 5.000.000.
(Create an invoice for PT Maju Jaya for Rp 5,000,000.)

Tambahkan pengeluaran transportasi Rp 150.000 hari ini.
(Add a transportation expense of Rp 150,000 for today.)

Tampilkan semua invoice yang belum dibayar.
(Show all unpaid invoices.)
```

## Generative UI: Charts Built Right in Chat

When your question calls for a visual answer, the AI doesn't just describe the data — it **generates an interactive chart directly inside the chat window**. You can hover over data points, toggle series on and off, and zoom into specific date ranges, all without leaving the conversation.

Generative UI is triggered automatically when the assistant determines a chart would be more useful than a text summary. You can also request a chart explicitly by adding phrases like *"tampilkan dalam grafik"* (show as a chart) or *"buat visualisasi"* (create a visualization) to your prompt.

## How to Open and Use the Assistant

**1. Open the AI Assistant**

Click the **sparkle (✨) floating action button** in the bottom-right corner of any page. The assistant panel slides open on the right side of your screen.

**2. Type or Speak Your Question**

Type your question into the chat input field, or tap the **microphone icon** to use your voice. The assistant supports Bahasa Indonesia, English, and mixed-language input.

**3. Review the Response**

The assistant replies with a text answer, a data table, or a generated interactive chart — depending on what best answers your question. If it performed an action (like creating an invoice), it confirms the result with a summary and a direct link.

**4. Continue the Conversation**

Follow up with additional questions. The assistant remembers the context of your current session, so you can ask *"bandingkan dengan bulan lalu"* (compare with last month) right after a report without repeating yourself.

> [!TIP]
>
> The AI assistant **remembers the full context of your conversation** within a session. You can ask layered follow-up questions — like "now break that down by vendor" or "filter to only marketing expenses" — and it will apply them to the previous result without needing you to repeat the original query.

## Reviewing Past AI Sessions

Every conversation with the assistant is automatically saved. To review a past session:

1. Open the AI Assistant panel.
2. Click the **History** icon (clock) at the top of the panel.
3. Select any previous session to reopen the full conversation thread.

You can use the history to re-run a previous query, share a session with a team member, or audit what actions the AI took on your behalf.


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