SmartResearch

The SmartResearch demo shows finance teams how to query real-time financial and operational data alongside third-party market signals using natural-language questions. The user starts a chat, selects a role, and chooses an Accounts Payable question to view an AP aging analysis without manually building reports or reconciling ERP exports. SmartResearch presents charts from live data, supports hover interactions for exact values and deeper exploration, and lets the user enter follow-up questions or select suggested prompts while keeping the analysis in context. The demo also shows Accounts Receivable analysis, including drilling from summary results into transaction details, identifying whether active disputes are blocking payment, and exporting results as CSV or PDF. After completing an analysis, the user types “summarize this into an executive report” and clicks the arrow to generate an interactive, downloadable report with findings and recommendations. The report can be refined with additional prompts and downloaded in a preferred format. The CFO flow demonstrates questions about working capital, cash exposure, cost drivers, and market conditions: SmartResearch combines economic trend data, payment terms, vendor spend, and purchase volumes to produce governed cost-impact projections and identify vendor relationships for renegotiation. Users can toggle CPI, unemployment, and discount-capture signals in a chart legend, hover for exact values, review aging balances such as bills older than 90 days, scroll through currency breakdowns, export data, and book a personalized demo to explore the product with their own AR and AP data.