Using the Ask AI Button on CFO Cards

What the Ask AI Button Does

Each CFO metric card on the AskBiz dashboard includes an Ask AI button — a small button or icon positioned on the card itself. When you tap it, AskBiz sends the current values of your dashboard metrics — your cash balance, burn rate, runway, and cost configuration — to an AI model powered by Claude. The AI analyses this context and generates a response that is specific to your numbers. It does not give generic financial advice; it interprets your actual figures and explains what they mean, what trends are concerning, and what actions are worth considering given your current financial position.

Example Questions the AI Addresses

When you tap Ask AI on the Cash Runway card, the AI might explain: "At your current burn rate of $220 per day and cash balance of $18,000, you have approximately 82 days of runway. This is in the red zone. To extend runway to 6 months without raising revenue, you would need to reduce monthly costs by approximately $1,800." When you tap Ask AI on the Daily Burn card, it might identify which cost categories are contributing most to your burn and suggest the highest-leverage areas to review. The specificity of these responses is what makes them useful — they are grounded in your data, not a generic small business finance tutorial.

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When to Use Ask AI

Ask AI is most valuable in three situations. First, when you see a metric in the amber or red zone and want to understand what it means in your specific context and what options you have. Second, when you have just updated your cost configuration and want a narrative interpretation of how your financial picture has changed. Third, when you want a second opinion before making a cost decision — enter the hypothetical cost change, save it, and then tap Ask AI to hear how the AI interprets the new scenario. It is not a replacement for a professional accountant or financial adviser, but it gives you an intelligent, contextual interpretation of your metrics any time you need one.

Getting the Most From the AI Response

The quality of the AI response depends on the accuracy of your cost configuration. An AI analysing a cash balance of $50,000 and monthly costs of $2,000 will give very different guidance than one analysing $50,000 with $15,000 in monthly costs. Before tapping Ask AI, ensure your cost configuration is up to date and your cash balance reflects your actual position. Read the AI response fully before acting on it — it may identify cost categories you had not considered or flag a scenario you had not modelled. If the AI response raises a question you want to explore further, you can follow up within the AskBiz AI chat interface for a deeper conversation.