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Where the numbers come from

Every result is computed by ThinkOut, with the same rules as the cash flow screen:
  • transfers between your own accounts are excluded
  • excluded movements and duplicates are left out
  • split payments are counted once
  • foreign currency transactions are converted at the rate on the movement date
You can check at any time that the results in the conversation and the ones ThinkOut gives you directly in the app match.
Side by side comparison of the net result in the ThinkOut app and in the assistant's answer

The same result, in the app and in the conversation.

The assistant works from the data in your transactions and bank accounts. For now it does not see invoices, contracts, headcount or payment terms, so a question that depends on that kind of information (for example “how many days pass from invoice to payment” or “what does an employee cost me”) needs details that only you can supply. Questions about projects and profitability will be as relevant as your classification in ThinkOut is accurate.

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What your assistant can do

Behind the conversation, the assistant can ask ThinkOut:
The assistant cannot see forecasts, budgets or scenarios yet, and it cannot change anything: no edits to your data, no categorisation, no payment execution.

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Managing your assistant’s connection

Every assistant you connect appears under My account → Connected apps, with the workspace it connected to and when it was last used. Disconnecting usually takes effect within an hour, or immediately, on the next question that requires a fresh sign-in. If you lose your role in a workspace, access disappears automatically.
The Connected apps section of ThinkOut account settings

Connected apps, under My account.

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Good to know

  • Your assistant stays signed in for thirty days without use, and renews itself while you keep using it.
  • Transaction lists arrive fifty at a time; ask for the next page to continue.
  • When something could be either a client or a label, the assistant asks which one you meant rather than guessing.
  • These docs are public. An assistant can read them without signing in, which helps it explore the API, but to reach your data it needs the connection only you can make.