Asking financial questions in AI CFO

Write a clear question about the agency financial position. The more specific the question, the more actionable the answer.

Use the answer as assisted analysis, then verify important numbers in collections and reporting pages before taking financial action.

Every AI CFO answer depends on lease, collection, expense, and owner balance quality. If the source data is incomplete, the answer will be incomplete.

Use AI CFO for analysis, question framing, and suggested actions, then review results with a person before execution.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.