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Slash commands ​

Every / command in chat, plus the ⌘K global command palette.

Slash commands are the keyboard route into the same work the Finance Workflows page runs from cards. Same agents, same plan-and-review step, same artifacts — you just state the scope instead of filling in a form. Use the cards when you want to be walked through the options; use a command when you already know what you want.

Slash commands (in chat) ​

Type / to open the menu; arrow keys to highlight, Enter/Tab to select, Esc to dismiss.

Workbooks

  • /workbook [name] — blank workbook
  • /workbook template [name] — accounting template (Journals, COA, Trial Balance, FX)
  • /workbook <description> — AI builds a workbook from your description

Workflows

  • /close month YYYY-MM — run month-end close
  • /build pl <period> — build a P&L
  • /build bs <as-of date> — build a balance sheet
  • /build cashflow <period> — build a cash flow statement
  • /reconcile bank | ap | ar | payouts — start a reconciliation session
  • /match — match remaining items
  • /map coa — AI-review chart-of-accounts mappings and propose fixes
  • /audit — run the audit checks
  • /investigate — investigate an anomaly
  • /cash position — current cash position
  • /runway — cash runway (forward bridge of collections, payments & burn)
  • /analyse statement — analyze a statement
  • /tax cit — Companies Income Tax computation

Integrations

  • /connect fortnox | xero | quickbooks | odoo — connect a source
  • /import sie — upload a SIE file

Agents

  • /ask analysis — Financial Analysis agent
  • /ask reconciliation — Reconciliation agent
  • /ask forecasting — Forecasting agent
  • /ask operational — Operational agent (writes + period close)

Research & export

  • /research <topic> — research the web + your data (tax, regulations, benchmarks)
  • /export workbook — download the active workbook as .xlsx

Global command palette ​

Press Cmd/Ctrl + K anywhere to open the palette. Type to search or pick from Go to (Dashboard, Insights, Chat, Budgets, Reports, Settings, Help, Feedback) and Actions. Arrow keys to move, Enter to run, Esc to close.