Nummbas-FO

Ask Nummbas-FO about your profit, cash, costs or next business decision. It uses your connected business records and the context you provide to help you understand your numbers and decide what to review next.

Open Nummbas-FO from the navigation bar or All navigation.

Ask a Question

1. Select New chat to start a conversation.
2. Type a question, or choose a suggested question. More questions shows additional examples.
3. Select Send. You can ask follow-up questions in the same conversation.

Try a specific question such as:

• “Which costs increased last month?”
• “Which products have the weakest margins?”
• “How does my ad spend compare with my sales?”
• “What should I check before taking money out of the business?”

Include a date range when it matters. If you open Nummbas-FO from an insight or a campaign review, the linked question is sent automatically with the relevant context.

When you scroll back through a conversation, Go to latest message returns you to the newest reply.

Chat Options

Use Chat options beside the question box when you want to choose between multiple connections for a provider.

1. Open Chat options.
2. Select one or more connections under the provider you want to narrow down.
3. Select Done, then ask your question.

For example, you can select one of two bank connections. Other connected providers remain included. Choose All connections to include every connection for that provider, or Reset All to clear all connection choices.

These choices apply to your next questions. They do not disconnect a tool or change replies already in the conversation.

Choose a Model

Open the model menu beside the question box. Choose Numero, or select Latest to use the newest released Nummbas model. Latest currently uses Numero.

Eva is marked Coming soon and cannot be selected yet.

Find and Organize Chats

Your conversations appear under Recent. Open a conversation to continue it, or use Search chats to find one. Show more reveals additional conversations.

Open the three-dot menu beside a conversation to rename it, pin or unpin it, or delete it. Pinned conversations appear above Recent so you can return to them quickly.

To remove all conversations, open Recent chat actions beside the Recent heading and choose Clear all history. Read the confirmation carefully: this deletes your conversations, files and remembered context and cannot be undone.

On a small screen, select Open sidebar to reach New chat, your history, the financial officer agent and Opportunities.

AI Financial Officer Agent

Choose AI financial officer agent in the Nummbas-FO sidebar for a task such as reviewing your financial health, finding costs to reduce or planning the next 90 days of cash.

Select a suggested task or describe what you want to achieve. Review the reply and ask follow-up questions to work through the decision. Use New task when you want to start another review.

Opportunities

Choose Opportunities in the sidebar, then open Reduce costs or Grow revenue. Each finding explains what to review and a suggested next step. Check the date shown with the review.

Select Discuss with FO to ask about a finding, or Dismiss if it is not useful to you. Potential impact is an estimate, so review the details before treating it as savings or sales you will receive.

Add Files or Images

When the paperclip button is available, select Add a file or image, choose your files and wait for them to finish loading before sending your question. You can add up to three files to one question.

Files remain available for follow-up questions for seven days. Use the remove button beside a file to remove it before sending. If an upload fails, read the error and check the file type and size before trying again.

For example, attach a cost spreadsheet and ask which expenses deserve a closer look. Include a clear question about what you want to learn from the file.

Download a Report or Analysis

You can ask for a report in the conversation, such as a CSV of orders for a date range or a PDF summary. When the report is ready, select its download button. If it is still being prepared, wait for the progress message to finish. Use Check status or Try again when those actions appear after a failure.

A document or workbook analysis may also offer PDF or PowerPoint downloads. Use the buttons attached to that reply to download the analysis.

Credits and Usage

Your Nummbas-FO brief updates once a day. One Nummbas-FO answer uses one credit. The brief does not use credits.

Your team shares the monthly allowance:

Select Usage in the Nummbas-FO sidebar to check the allowance used and remaining. Credits reset at the start of each calendar month in UTC. The owner can also see usage in Settings > Plans and billing.