An AI advisor that already knows your numbers. Ask anything in plain English; every answer is grounded in your real transactions, not a generic LLM response.
Most chatbots can't see your business data. Tweaxly's AI advisor can - and that single difference is what separates useful financial consultation from generic LLM chat.
Every consultation runs in the context of your actual transactions, categories, signals and forecasts. Ask "why did profit drop in April" and the advisor cites the specific transactions that account for the drop, explains the why, and recommends a next step. Ask "what should I watch this month" and the answer is shaped by your business - not a textbook.
Contextual consultation is where the advisor earns its keep. Hit "Consult" on any signal, report or forecast and the conversation opens pre-loaded with the relevant data, category, period and comparison window. No copy-pasting, no re-explaining context.
Conversations are saved. You can return weeks later to a previous consultation, run the same question against fresh data, or share a thread with an accountant or partner.
Ask anything about your own financial data - revenue, expenses, customers, vendors, trends - and get an answer grounded in your real transactions, not a generic LLM response.
Why it matters: Generic chatbots can't see your numbers. Tweaxly's advisor can - so the answer is specific to your business, not theoretical.
Hit "Consult" on any signal or report and open a pre-filled conversation about that exact issue - no copy-pasting numbers, no re-explaining context.
Why it matters: Most consultations start with "let me give you some background". Contextual consultation skips that step.
Suggested starter questions tuned to where you are in the app - the dashboard, a specific report or a forecast view.
Why it matters: Most owners don't know what to ask, not because they don't have questions but because they don't know what's askable. Tweaxly shows them.
Every conversation is saved with date, time and the context it started from - so you can come back, refine or share later.
Why it matters: Decisions outlive conversations. History gives you a paper trail of what you asked, what you learned and what you decided.
"Why did our profit drop in April?" → Tweaxly cites the three transactions that account for 72% of the drop and explains each one.
From a High-severity vendor-cost-spike signal: hit Consult and the conversation opens with the vendor, the months affected, the comparable category, and three recommended actions to take.
On the Expenses report, the suggested-question list shows "Which suppliers grew the most?" - the answer comes back with a ranked list, percentages and a Consult link to keep digging.
Tweaxly turns your real financial activity into business signals, forecasts, and advice - in real time, using AI.