Ask a question, get an answer, not a report.

Read-anything tools

Ask a question: the AI fetches the answer.

• get_transactions, get_balance, get_deadlines, get_vat_summary, get_profit_loss, get_balance_sheet
• search_documents, list_categories, list_invoices, list_bills, list_employees, list_dividends
• get_dla_summary, get_payroll_summary, list_contacts, list_projects, get_company_settings
• get_audit_log, get_uk_tax_rules, get_country_tax_rules, search_gov_uk_guidance

Write-with-confirmation tools

Tell the AI what you want done. It drafts. You approve.

• create_transaction, update_transaction, categorize_transaction
• create_invoice, send_invoice, mark_invoice_paid, create_credit_note
• create_bill, pay_bill, create_estimate, convert_estimate_to_invoice
• create_expense_claim, approve_expense, record_mileage, claim_home_office
• create_employee, run_payroll, generate_payslip, post_payroll_to_gl, generate_fps_xml
• record_dividend, post_journal_entry, create_deadline, create_task
• create_bank_rule, run_reconciliation, generate_workpaper, draft_engagement_letter

Multi-step reasoning

Chain tools together to do real work, not just answer questions.

• 'Find all unpaid invoices over 30 days old, draft chase emails, queue them to send'
• 'Compare Q3 vs Q2 spend on software: show me what changed'
• 'I'm thinking of paying myself a £6k bonus: what's the tax impact?'
• 'Reconcile last month: match every receipt to a bank transaction'
• 'Generate a CT600 workpaper for the year ended 31 March 2026'

Country-aware tax knowledge

UK-deep, internationally aware.

• GB: CT600, VAT 9-box, MTD, S455, marginal relief, dividends (deepest coverage)
• IE: corporation tax, VAT, CT1 basics
• AE: UAE corporate tax, QFZP free zones, VAT
• BG: corporation tax, VAT
• AU: income tax basics, GST and BAS dates tracked
• US: quarterly estimated tax, sales tax nexus, 1099-NEC, W-2
• HK / TR: basics

Cited answers

You don't just get an answer. You get the source.

• Live GOV.UK guidance fetcher cites HMRC pages inline
• Internal knowledge wiki cross-references rules and edge cases
• Every answer shows the data source (which tool, which date range, which company)
• Confidence flagged when the AI isn't sure

Finn on every page

Finn is a click away from every screen, and knows what you're looking at.

• Floating dock on every dashboard page (one click to chat)
• Page-aware context: Finn knows you're on the invoices page, the VAT screen, a specific transaction
• Context-aware tool filtering: only the tools relevant to where you are get loaded, so answers come faster
• Sidebar category landings: Money, Sales, Reports each have a section page with Finn alongside
• Drag a file straight onto the dock: Finn extracts, categorises, links
• Smart routing: simple questions go to Gemini Flash (sub-second), complex ones to Claude Sonnet 5
• History capping keeps long sessions snappy without losing the thread
• Graceful fallback if AI credits run out: Finn tells you, doesn't silently fail

Support mode

The same Finn answers your product questions, and routes feedback to us.

• Switch any chat into support mode (context: "support")
• Sessions tagged [Support] for visibility
• Feedback captured to support_feedback table for the team to learn from
• No separate help desk to wait on: answers in seconds
• Auto-replies to contact form inquiries via the same pipeline

Multi-company aware

Run several businesses? Finn knows which one you're asking about.

• Per-channel default company (Slack, WhatsApp, Telegram each remember which company)
• /switch <name> to change company mid-thread
• /company to see which is active
• Single-company users get silent auto-pick; multi-company users get onboarding once
• Stored in user_channel_preferences so every channel agrees

The reasoning engine.

Same chat, same tools, in your desktop AI.

Same chat, hands-free.

DM the AccountsOS app or @-mention in a channel.

Chat with your books from your phone.

@accountsOS_bot on Telegram.

Live HMRC guidance fetched and cited inline.

Cross-references companies and directors during chat.