Financial Assistant
AI Financial Assistant for Accountants
Connect your compatible AI provider, upload a financial document and ask questions about its contents. Remindoo’s Financial Assistant helps accountants and bookkeepers explore key information, generate summaries and highlight areas for professional review.
Built for UK accountants, bookkeepers and growing accountancy practices.
Requires your own AI provider. Connect your own compatible AI provider first. Separate provider accounts, subscriptions, charges and usage terms may apply.
Explore Financial Documents with Your Connected AI
- Connect a compatible AI provider, such as OpenAI.
- Upload a supported financial document.
- Ask questions about the uploaded document.
- Review the AI-generated response.
- Apply professional judgement before relying on or acting on the output.
The assistant works with the uploaded document's contents; it does not search the rest of your Remindoo records.
Upload Supported Financial Documents
- Microsoft Word
- Microsoft Excel
- CSV
- Up to 5MB per document
Upload a document before starting the conversation — messaging stays unavailable until a document has been added.
Ask Questions About Your Document
- Request a summary
- Explore key information
- Ask about figures or content
- Generate a concise executive summary
- Identify areas that may warrant further investigation
- Highlight potential risks or anomalies for professional review
Responses are AI-generated observations, subject to professional verification. Detection of errors, fraud or tax risks is not guaranteed.
Suggested Financial Analysis Prompts
Built-in suggested prompts
- “Summarise the key insights from this document.”
- “Highlight any risks or anomalies you find.”
- “Create a concise executive summary of the report.”
Other example questions
- “What are the main changes shown in this document?”
- “Which figures may need further review?”
- “Explain the main points in plain English.”
- “List the questions I should investigate further.”
Prompts support, but don't replace, a complete financial review.
Bring Your Own AI Provider
Connect your compatible AI provider, such as OpenAI, to use the Financial Assistant within Remindoo. Supported providers are managed in Practice settings.
- Your practice connects its own compatible AI provider
- You remain responsible for that account and its configuration
- Separate subscriptions, API usage fees or provider charges may apply
- Availability may depend on the provider and its service
- The provider's terms and data-handling arrangements may apply
Designed to Support Professional Review
- Review lengthy documents more efficiently
- Create an initial summary
- Find important sections faster
- Prepare questions for further investigation
- Turn complex content into concise observations
- Support internal review and client discussions
The accountant remains responsible for reviewing the source document and validating the output.
A Simple Document Analysis Workflow
1. Connect your AI
Connect a compatible third-party AI provider.
2. Upload a document
PDF, Word, Excel or CSV, up to 5MB.
3. Ask a question
Use a suggested prompt or write your own.
4. Review the response
Check it against the original document and apply professional judgement.
Example Uses for Accountants and Bookkeepers
Financial report summary
A concise starting summary before your detailed review.
Management information review
Ask questions about an uploaded management report.
Potential anomaly review
Highlight possible unusual figures or patterns to investigate.
Executive summary preparation
A draft executive summary you verify and refine.
Document Q&A
Targeted questions without searching a long document by hand.
The assistant does not perform an audit, assurance engagement or compliance check.
Benefits for Accountancy Practices
- Faster document exploration
- Concise AI-generated summaries
- Document-specific Q&A
- PDF, Word, Excel and CSV support
- Guided suggested prompts
- Potential risk and anomaly indicators
- Bring-your-own-AI flexibility
- Support for professional review
- Less time searching long documents
- Better-informed client discussions
Important AI Usage Information
- AI-generated responses may be inaccurate, incomplete or misleading
- Always check outputs against the original document
- It does not provide financial, tax, accounting, investment or legal advice
- It does not replace professional judgement or established review procedures
- Consider confidentiality and data-protection obligations before uploading
- Your AI provider's terms, privacy policy and data handling may apply
- Only upload information you are authorised to process
- Separate provider fees or usage charges may apply
Frequently asked questions
What is Remindoo’s Financial Assistant?
A feature that lets you upload a financial document and ask questions about its contents, using your practice's own connected AI provider.
Do I need to connect my own AI provider?
Yes. The Financial Assistant only works once your practice has connected a compatible AI provider.
Can I use OpenAI or ChatGPT with Remindoo?
Yes. OpenAI is a compatible provider you can connect in Remindoo's settings.
Is an AI subscription included with Remindoo?
No. Your practice uses its own AI-provider account; no AI subscription or usage is included.
Which financial document formats can I upload?
PDF, Microsoft Word, Microsoft Excel and CSV.
What is the maximum document size?
5MB per uploaded document.
Can I ask questions about an uploaded document?
Yes. Once a document is uploaded you can ask questions about its contents.
Can the assistant summarise a financial report?
Yes. It can produce summaries and concise executive summaries for you to verify and refine.
Can it highlight potential risks or anomalies?
It may help identify potential risks or unusual figures as areas for review. It does not guarantee that errors, fraud or risks will be detected.
Are its answers guaranteed to be accurate?
No. AI-generated responses may be inaccurate, incomplete or misleading and should always be checked against the original document.
Does it replace an accountant’s professional judgement?
No. It supports professional review; the accountant remains responsible for checking the source document and the output.
Does the Financial Assistant provide financial or tax advice?
No. It does not provide financial, tax, accounting, investment or legal advice.
Can I send a message before uploading a document?
No. Messaging is unavailable until a document has been added.
What should I consider before uploading confidential information?
Consider your confidentiality and data-protection obligations, only upload information you are authorised to process, and check your AI provider's terms, privacy policy and data-handling arrangements.
Could my connected AI provider charge separate fees?
Yes. Separate subscriptions, API usage fees or provider charges may apply.
Explore Financial Documents More Efficiently
Connect your compatible AI provider and use Remindoo to ask questions, create summaries and explore the contents of financial documents—while keeping professional review at the centre of the process.
Book a personalised demonstration based on your firm’s own process.
See it in action
Why practice reporting matters
You cannot manage what you cannot see. A practice dashboard turns day-to-day work into numbers owners and managers can act on.
Early warning on deadlines
Seeing overdue and upcoming work across the firm lets you step in before a penalty is at risk.
Informed hiring decisions
Client growth and workload trends show when it is time to recruit.
Understand your client mix
Clients by type show which services and sectors drive your practice.
Accountable teams
Shared reports make performance discussions factual and fair.
Practical tips from UK practice
- Review the dashboard at the same time every week with team leads.
- Track overdue tasks as a trend, not a single number.
- Compare client growth with team capacity before taking on large new clients.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
