Settings

Intent parser (LLM)

Choose how chat, Slack, and email parse scenario requests. Add your own OpenAI-compatible API keys; each workspace can store multiple keys.

API keys

Slack & email scenario

Slack and email never create new scenarios. They append changes to the scenario you select here (or from Chat).

Data source

Pick the dataset Butler Finance runs against. The engine output is identical across sources; only the inputs change.

Company brief

Persistent context about this business for Ask mode and scenario planning. Your edited text is authoritative; regenerating never overwrites it.

NetSuite

Connect NetSuite via Token-Based Authentication. Sync pulls GL trial balance into the same CompanyModel shape as CSV and Adaptive.

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.

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.

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.

Email

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.

Workspace & members