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AI Assistant

The AI Assistant is available when OPENAI_API_KEY is configured.

What It Can Help With​

The assistant is scoped to Cashlytics finance workflows. It can read user-owned context such as accounts, categories, expenses, daily expenses, income, transfers, monthly overview, forecasts, category breakdowns, and normalized monthly expenses.

It can help answer questions like:

  • "What did I spend most on this month?"
  • "Show upcoming recurring payments."
  • "Create a grocery expense for today."
  • "Summarize my account balances."
  • "Which subscriptions are active?"

Approvals​

Read-only answers do not require approval. Write or destructive actions require explicit confirmation in the UI before Cashlytics executes them.

Approval-gated actions include creating, updating, or deleting accounts, expenses, daily expenses, income, categories, and transfers.

Limits​

The chat endpoint enforces:

  • finance-only assistant scope
  • authenticated access
  • rate limiting of 20 requests per minute per IP
  • maximum 100 messages per request
  • maximum 10 tool/reasoning steps

The assistant is not allowed to read uploaded document contents.