Ask Wizard
Ask your finances anything.
Wizard doesn't just chat about money. It works from the financial information in your workspace to help explain what happened and why.
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See how it answers.
Choose a question to see the kind of answer Ask Wizard is being built to give. These are pre-written demos using illustrative data.
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Demo
Why did my profit fall?
Profit was R8,200 lower than February. Vehicle costs and a larger supplier invoice outweighed a small rise in sales.
- Vehicle costs+R5,100
- Supplier purchases+R3,400
- Sales+R300
From your Profit & Loss for March vs February · illustrative data
Numbers come from your books
Totals and balances are calculated by Wizard's own financial and accounting logic, not guessed by a language model.
Answers show their working
Each answer points to the report, accounts or transactions it was built from.
Explains, doesn't advise
Ask Wizard helps you understand what happened. It is not a financial or investment adviser.
How it's designed
Helpful, with clear boundaries.
Financial answers need to be trustworthy. These are the rules Ask Wizard is being built around.
Calculated, not generated
When Ask Wizard gives you a figure, that figure comes from Wizard's deterministic financial and accounting logic. The assistant explains it; it doesn't invent it.
Your workspace, nobody else's
Answers are built from the financial information in the workspace you're asking about, through controlled tools with limited access.
Understanding, not advice
Ask Wizard helps you understand your finances. It is not a financial adviser, investment adviser or tax practitioner, and it won't make decisions for you.
Make your finances make sense.
Personal and business finance, brought together.