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Overview

Exopen AI is a chat-based assistant that reads your finance data in real time. You type the question in plain English, the AI pulls the numbers from your database, and the answer comes back as text, tables, charts, or a downloadable CSV. You can ask follow-up questions, drill down into a figure, or attach PDFs, Excel files, Word documents, and images for the AI to analyse alongside your finance data.

What makes Exopen AI different from a generic chatbot?​

  • Pulls answers from your finance data — not only from the open internet.
  • Isolated to your company — every conversation, file, and memory belongs to you.
  • Returns charts, tables, and CSVs — not just text.

What you can ask about​

Getting started​

You'll find Exopen AI in the Exopen Portal under Exopen AI in the menu. → Get started in a minute

Don't see Exopen AI? You need to be either a company-domain admin or have a role with the Exopen AI permission enabled. Ask your admin to enable the permission — see Managing user access.