Finn — AI Accountant

Find documents that might be related to an entity based on amount, vendor, date, and reference matching. Shows both already-linked documents and AI-suggested matches. Use when user asks "are there any receipts for this transaction?" or "find documents related to this invoice".

find_related_documents

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

Budget vs actual: how the company is doing against its budget. Use when the user asks about budget, against budget, over budget, under budget, budget vs actual, budget variance, are we on track, or how a month, quarter or the year compares with the plan. Returns, for each income, cost of sales and expense account, the budget, the actual from the ledger, the variance (actual minus budget) and the variance percent, plus totals and net profit. Income above budget is good, costs below budget are good. hasBudget false means the company has not set a budget: say so and point them to /reports/budget, never present zeros as a result. Budgets are set on the Reports page, Budget vs actual tab. Quote figures from the result only.

get_budget_vs_actual

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. Each carries support (files, prepares, workpaper, reminder_only, or null for a payment) and support_note: what AccountsOS does for it. reminder_only means AccountsOS does not produce the form.

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 section 455 tax warnings.

get_dla_balance

Get the documents linked to ONE entity (transaction, invoice, bill, estimate, contact, project, expense claim), or the entities linked to ONE document. Every call needs either document_id, or entity_type together with entity_id: there is no "list all links" call, and a call with neither returns nothing but an error. Look the id up first (get_transactions, get_invoices, search_documents), then call once per id. 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

The year-by-year figures from the accounts this company has filed at Companies House, newest first: balance sheet lines (fixed assets, current assets, creditors, net assets, capital and reserves), average employees, turnover and profit after tax where the filing includes a profit and loss, and the movement in reserves against the previous year (profit after tax less dividends). Use when the user asks how last year or an earlier year went, how the business has grown, what was filed, or wants past figures beside the current books. These are the registry's snapshots, not the ledger: say "as filed" and never blend them with live ledger figures. A micro-entity filing has no turnover or profit; say so rather than treating a null as zero.

get_filed_accounts_history

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", a quick business health check, or any quick headline-figure question. For how a past month went, use get_profit_and_loss for that month. 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

Exchange rates: the closing rate for a currency pair on a date, or a series over a range. Use when the user asks for an exchange rate, FX, a currency conversion, what the euro to dirham or pound to dollar rate is, what a currency move cost us, or whether it is cheaper to buy in one currency or another. With one date it returns that day's closing rate. With a range of 62 days or less it returns the daily closing series and the percentage change. Over 62 days it returns monthly averages (up to 36 months). Read-only, needs no company data. Quote rates from the result only.

get_fx_rates

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

Canada: prepare the GST/HST return (GST34) for a period: 'GST return', 'HST return', 'GST report', 'what do I owe CRA', 'my Q3 GST'. Returns every line (101 to 113C), the balance owing or refund, the due date and any warnings. Defaults to the last completed reporting period. Always use this tool for a Canadian GST/HST figure; never add up a return yourself. AccountsOS prepares the return, it does not file it with CRA.

get_gst_hst_return

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

Currency-split income (or expense) totals in ONE compact call: face totals grouped by each transaction currency (e.g. EUR face vs GBP face) PLUS the company functional-currency total for the same set. Use when the user asks "total income in EUR and in GBP", "how much came in in euros vs pounds", "income by currency", or wants face vs converted figures before an FX check. Do NOT page get_transactions to sum — this returns aggregates only (no transaction dump). Defaults to money-in (income); pass direction "out" for spend. Covers bank lines only: invoices and ledger revenue are NOT included, and a company with no bank account returns nothing here, which is not "no income". For income as the books record it, use get_profit_and_loss.

get_income_by_currency

Read the company's Incoming inbox: messages that arrived by email, WhatsApp, Slack or Telegram (sender, subject, preview, attachments and their processing status), plus a count of documents still processing or failed. Use whenever the user asks what is waiting in Incoming, whether anything came in, about an email or message someone sent, or before saying Incoming is clear. Documents alone are not the whole inbox: a waiting email with a statement attached is a message.

get_incoming_messages

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. For a salary, drawings or "what have I paid myself" question read list_employees (the configured salary), this (whether payroll has run) and get_transactions (what left the bank) together: a configured salary with no payroll runs means nothing was paid through payroll, so say that and show what the bank shows.

get_payroll_summary

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

get_profit_and_loss