Module 02 · My Assistant

Question anything. It answers from your ledgers.

Margins, balances, movements, tax estimates: My Assistant reads the client's actual numbers and answers like the senior who prepared them, with tables, charts and commentary a partner would sign. One toggle more and the whole thing becomes a branded year-end report. Below, a real year-end review, replayed live.

Recreated from a real run on Demo Company · every figure below is the product's own

Step one · The question

Ask it like a colleague.

Pick a client, type the question, choose how hard it should think: Fastest for quick lookups, Smartest for everyday work, Thinker for the deep ones. Our running example asks for the big one: a full year-end review of the business.

it reads the books. all of them. ✓

Good afternoon!!!

How can I help you today?
Step two · The answer

A partner-level review comes back.

Not a paragraph of averages. The full P&L with both years and every movement, the overheads broken down, and eight financial ratios, each carrying the observation a partner would make. Every figure computed in code from the postings.

if it isn't in the numbers, it isn't in the answer ✓
Annual Year End Review Year ended 31 July 2025 Computed
Step three · The charts

Any number can become a picture.

The answer drew a P&L waterfall without being asked: revenue bridging down through costs to profit before tax. One dropdown turns the same data into bars, a line or a donut, in your firm's colour theme, ready to drop into the report.

same data. five ways to show the client. ✓
P&L Waterfall, Year Ended 31 July 2025 TYPE COLOURS Papercare (default) ▾ ✎ Edit

P&L Waterfall, Year Ended 31 July 2025

Revenue of £741k bridges down through Cost of Sales and Overheads to a Profit Before Tax of £171k.

Step four · The flags

It doesn't just add up. It notices.

The same run flagged what a reviewer would: liquidity that needs watching, revenue that all landed in a single month, a wage bill that nearly tripled, and late payment charges that aren't tax deductible. Click through the flags it raised, unprompted.

the review points, before the review ✓
Step five · The report

Flip one toggle. Get the year-end report.

With Report switched on, the same answer arrives as a client deliverable: a branded document with your firm's name on the cover, a contents page, and whatever sections the review calls for, charts included. It's a working replica below, and yes, Edit report really edits.

your firm's name on the cover. not ours. ✓

Draft · until you approve it

Report
STYLE
Ask it like a colleague

Questions it answered
on this one file.

  • “What's the gross margin for the year?” 48.8% against 53.3% last year, and it tells you why: cost of sales grew six times faster than revenue.
  • “What moved in overheads?” The full category breakdown, with the +173.5% wages swing flagged before you asked.
  • “When was the revenue actually earned?” It spotted 94% of the year's income posted in a single month, and said so unprompted.
  • “Who are the biggest customers?” The top five by income, with transaction counts and the months they were active.
  • “What will the corporation tax be?” Marginal relief spotted on its own: 23.11% effective, £39,543 estimated.
  • “Give me that as a report.” One toggle, and the whole review becomes a branded client document, charts and all.
Grounded in the ledgers

If it isn't in the data, it isn't in the answer.

It reads the actual postings, both years, and computes every figure in code. Every table ties back to the accounts before it's shown, so the answer and the books never disagree.

Show, don't tell

Charts on tap.

Waterfalls, bars, lines and donuts, drawn from the same verified figures, switched with a dropdown and dressed in your firm's colour theme. They drop straight into the report.

Chat to client-ready

The year-end review, written up.

Overview cards for the headlines, then a branded report: cover, contents, the sections the review calls for, charts included. Editable line by line, and one click from PDF.

Fair questions

Raised on every demo.

Practice managerIs it summarising, or actually reading the books?
PapercareReading. In the run above it noticed that 94% of the year's revenue was posted in July alone, that wages nearly tripled, and that the corporation tax fell into marginal relief without being told. Summaries don't catch things like that; postings do.
PartnerCan I trust the arithmetic?
PapercareThe figures are computed in code from the ledgers, not generated by the model, and every table ties back to the accounts before you see it. The AI writes the commentary; it never does the maths. You stay the reviewer.

Ask My Assistant something awkward.

The live demo runs on Demo Company with real-looking ledgers. Ask it the questions you'd ask a senior, and check its workings when it answers. No signup, no sales call.