Settings
Organization-wide. Daily work stays on Home. Health shows what is blocked; connections are optional.
Only a workspace admin can change connections, API keys, parser mode, or inspect Ask runs. Health and Customize stay available.
Workspace health
Blocked and needs-attention rows explain impact. Healthy and optional rows stay compact. No amounts on this page.
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Customize
These changes are organization-wide, not a personal view. They do not rewrite official historical plan numbers. Preview impact before you save.
Organization context
This brief is organization-wide context for Ask. Saving it does not change official plan numbers. It is not a personal view. Regenerating never overwrites your edited text.
New auto-draft (side-by-side — merge manually into your brief)
Home key lines
Organization-wide. Pins company-total P&L lines already on Review. Does not invent ARR, cash, or statement totals. Approvers cannot change this list.
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Alerts and thresholds
Organization-wide. Changing thresholds changes which Review lines count as material and which alerts fire. It does not rewrite official historical amounts.
Save to apply. Preview updates as you edit the defaults below.
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Roles & governance
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Workspace & members
You are on a personal account. Create an organization to invite teammates and share scenarios.
Finance AI Control Center
Ask runs for this workspace only. No official amounts. No model chain-of-thought. Ordinary users cannot open this tab.
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MCP
Checking MCP status...
Lender covenants
Used for lender packs. Not on the home screen. Open history.
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Agent parser
How chat, Slack, and email parse scenario requests. Add your own OpenAI-compatible API keys.
API keys
Data source
The engine runs the last file landed on Upload. Switch to seed only if you need the demo. To replace numbers, upload again — not here.
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Connect systems you already use. File upload still works without them. Sync drafts a model; activating it is a separate choice.
Select a connection to configure it.
Slack & email scenario
Slack and email never create new scenarios. They append changes to the scenario you select here (or from Ask).
NetSuite
Connect NetSuite via Token-Based Authentication. Sync drafts a CompanyModel from GL trial balance. Review warnings before activating — activate is a separate choice from sync.
- Account-
- Last sync-
Maxio
Connect Maxio Advanced Billing for recognized revenue. Optional SaaSOptics RevRec token uses ASC 606 revenue_entries. Sync merges into an existing NetSuite/CSV model when present. Activating Maxio alone requires a GL/CSV base first.
- Subdomain-
- Last sync-
UKG
Connect UKG Pro HCM for headcount and payroll by department. Sync merges workforce into an existing NetSuite/CSV/Maxio model when present. Activating UKG alone requires a revenue/GL base first.
- Host-
- Last sync-
Slack
Add Butler Finance to your Slack workspace. Bot mentions and DMs go through the same intent parser as in-app chat. Approvals stay in Butler.
Slack is not configured on this Butler server. Ask an operator to set SLACK_CLIENT_ID, SLACK_CLIENT_SECRET, and SLACK_SIGNING_SECRET in Render.
- Workspace-
- Bot user-
- Installed-
- Installed by-
Forward finance requests to your tenant inbox. Butler parses the message and creates the same draft scenario as in-app chat. Approvals stay in Butler.
Email intake is not configured on this Butler server. Ask an operator to set FINANCE_EMAIL_DOMAIN and FINANCE_EMAIL_WEBHOOK_SECRET in Render.
- Forward to-
- Enabled-
Forward or BCC this address with a message like raise $30M in July. Butler replies with a link when outbound email is configured.
Ask
Open full threadOne assistant. Analyze does not save. Build Draft previews a working change. Operate runs a Skill as a working review. Nothing official until the module page.