Finn — AI Accountant

Get the status of annual accounts preparation for the current company. Returns the current accounting period, preparation status, and next steps. Use when the user asks about their annual accounts, Companies House filing, year-end accounts, or corporation tax deadline.

get_accounts_status

Aged creditors report: outstanding bills grouped by supplier, bucketed by days past due (current/not-yet-due, 1-30, 31-60, 61-90, 90+). Use when the user asks "who do I owe", "what bills are due", "show aged payables", or is planning supplier payments. Read-only.

get_aged_creditors

Aged debtors report: outstanding invoices grouped by contact, bucketed by days past due (current/not-yet-due, 1-30, 31-60, 61-90, 90+). Use when the user asks "who owes me money", "what's in our debtors book", "show aged receivables", or wants to pick which clients to chase. Read-only.

get_aged_debtors

Return the proactive, ranked list of everything that currently needs the user's attention across their whole account: missing bank statements, unreconciled transactions, upcoming tax/filing deadlines, a month-end ready to close, annual accounts ready to file, overdue invoices to chase, and open tasks. Use whenever the user asks what they need to do, what's outstanding, what's missing, whether anything needs them, for a status check or 'what should I focus on'. Each item includes a plain-English reason and where to fix it. Proactively offer to help with the most important ones.

get_attention

Get current account balance

get_balance

Get Balance Sheet report as at a given date.

get_balance_sheet

List bank accounts connected to the company.

get_bank_accounts

Get supplier bills/invoices owed by the company. Shows what you owe to suppliers.

get_bills

Get a tax capital allowance hint for a fixed asset (book depreciation vs tax relief). GB companies get AIA/WDA guidance from official rates; other countries get a jurisdiction note. Use when the user asks about capital allowances, AIA, or tax relief on a specific asset — not a filing computation.

get_capital_allowance_hint

13-week cash-flow forecast. Returns current bank balance, projected weekly inflows/outflows/running balance for the next 13 weeks, projected low point, recurring patterns detected from history, outstanding invoices expected to clear, recurring invoice projections, and tax deadlines that could draw cash. Use when the user asks about cashflow, runway, "can I afford X", "when will I run out", or wants to plan ahead.

get_cash_flow_forecast

List account categories (chart of accounts). Use when the user asks about their chart of accounts, account codes, or available categories for categorizing transactions.

get_chart_of_accounts

List contacts (clients, suppliers, leads). Use when user asks about customers, suppliers, or contacts.

get_contacts

Get upcoming tax and filing deadlines

get_deadlines

List dividend records. Use when user asks about dividends paid, dividend history, or shareholder payments.

get_dividends

Get the Director's Loan Account (DLA) balance and recent transactions. Shows if director owes company or vice versa, with S455 tax warnings.

get_dla_balance

Get all documents linked to an entity (transaction, invoice, bill, estimate, contact, project, expense claim), or all entities linked to a document. Use when user asks "what documents are attached to this invoice?" or "show me what's linked to that receipt".

get_document_links

Get estimates/quotes sent to clients.

get_estimates

Get expense claims and reimbursement requests.

get_expense_claims

List expense claims. Use when the user asks about expenses, expense claims, reimbursements, or receipts they have submitted.

get_expenses

Get the headline money figures in one call — cash, what the company is owed (open invoices), what it owes (open bills), and net profit this month — the EXACT numbers on the user's Home dashboard. Use for "how am I doing", "how much am I owed", "what do I owe", "what's my position", or any quick headline-figure question. For invoice/bill line-level detail use get_invoices/get_bills; for ageing use get_aged_debtors/get_aged_creditors.

get_financial_snapshot

List fixed assets on the register with cost, net book value, monthly depreciation and status. Use when the user asks about their asset register, depreciation schedules, NBV, or capital items tracked per asset. Filter by active, disposed, or all.

get_fixed_assets

Get active business/financial goals and their progress. Use when user asks about their goals, targets, or how they are tracking against objectives.

get_goals

Search official GOV.UK tax and business guidance. Use when the user asks "what does HMRC say about X?", asks about tax rules, filing requirements, or wants to know the official guidance on a topic like VAT, corporation tax, dividends, or director responsibilities.

get_gov_guidance

Read the company's VAT liabilities (amounts HMRC says are owed and when they are due) directly from HMRC MTD. Use when the user asks "how much VAT do I owe HMRC", "what's outstanding on my VAT account". Requires HMRC MTD connected.

get_hmrc_vat_liabilities

Read the company's VAT obligations (the returns HMRC expects, with their period keys, start/end dates, due dates, and whether they are Open or Fulfilled) directly from HMRC MTD. Use when the user asks "what does HMRC say I owe a return for", "when is my next VAT return due according to HMRC", or to reconcile our periods against HMRC's record. Requires HMRC MTD connected.

get_hmrc_vat_obligations

Read the VAT payments HMRC has received on the company's account directly from HMRC MTD. Use when the user asks "has HMRC received my VAT payment", "what VAT have I paid". Requires HMRC MTD connected.

get_hmrc_vat_payments

See every integration for this company and user in one call: what's connected (banks, HMRC MTD, Stripe, Deel, Gmail, WhatsApp, Telegram, Slack, Xero and the rest), what's available but not connected, and whether data is actually FLOWING through each connected feed (flowing / quiet / error, last event, 7-day event count, error message). Use when the user asks about connections or channels, when something they need for the task at hand is not connected, or when their data looks stale or missing — a dead feed is often the real cause. To OFFER to set one up, end your message with [[connect: provider_id]] on its own line (use the provider id from this tool's result, e.g. [[connect: slack]]): it renders a card with Connect / Not now buttons that starts the real connect flow when tapped. Offer at most one connection per message, and never ask the user to paste an API key into chat — the card routes them to the secure key screen instead.

get_integration_status

Get invoices the user has raised, with summary stats on outstanding and overdue amounts. Use when user asks about invoices, outstanding payments, or money owed to them.

get_invoices

Get General Ledger journal entries. Double-entry accounting records.

get_journal_entries

Check how 'closed' a month's books are. Returns a close-confidence percentage (share of the month's transactions that are categorised AND reconciled) plus exactly what still needs the founder — uncategorised transactions, categorisations you're unsure about, unreconciled lines, payments missing a receipt, and open VAT. Use when the user asks "is my month done?", "close my books", "what's left for May?", "month-end", or any close/period-end question. Defaults to the last complete month. Surface the returned message; offer to help clear each exception.

get_month_close

Get detailed information about a specific pipeline opportunity/deal, including notes and activity history.

get_opportunity

Get year-to-date payroll figures, last run date, and next payment due. Use when user asks about payroll costs, total salary spend, or when the next payroll run is.

get_payroll_summary

Get Profit and Loss (income statement) report for a period.

get_profit_and_loss

Get a deal/project's mini P&L: income, costs by category, and net margin, computed from bank transactions linked to it, plus invoice/bill/expense-claim commitment summaries. Use for "how is project X doing", "project profit", "mini P&L for a project", and for the final report when a project completes. Pass project_id if known, or project_name to resolve it by name.

get_project_pnl

List projects (pipeline, active, completed). Use when the user asks about their projects, deals, or pipeline.

get_projects

Get the active company's QFZP (Qualifying Free Zone Person) status for UAE Corporate Tax. Returns the qualifying/non-qualifying income split, de minimis status (ok / warning / breach), free zone name, substance declaration state, and per-zone smart hints (e.g. audited accounts requirement, designated zone VAT, trade license expiry). Returns `applicable: false` for UK or UAE mainland companies. Use when the user asks about QFZP status, whether they still qualify, their de minimis headroom, or whether they'll owe 9% CT.

get_qfzp_status

Show unreconciled transaction count per bank account. Use when the user asks about reconciliation progress, unreconciled transactions, or bank account status.

get_reconciliation_status

List recurring invoice templates. Use when user asks about recurring invoices, scheduled invoices, or subscription billing.

get_recurring_invoices

Get tasks and to-dos for the company.

get_tasks

Look up current UK tax rates, thresholds and allowances (income_tax, national_insurance, corporation_tax, dividends, capital_allowances, vat, pensions, mileage, self_assessment, home_office, mtd). Returns the figure plus its source.

get_tax_facts