AI Agent beta
Your AI-powered finance assistant has arrived!
What’s new
We're launching an early beta of the Abacum AI Agent, a new conversational assistant designed to provide instant answers to your most pressing financial and product questions, saving you from digging through the platform.
How it works
- The AI Agent is available via a new button in the bottom right corner of your screen, where the help icon was previously.
- All users can ask questions about general financial topics (e.g., “what's a healthy churn rate?”) and get how-to guidance for platform features (e.g., “how can I create a table?”).
- Admins and super admins can query their data, asking for specific variable values (e.g., “how much was my revenue last month?”) and analyzing variances between versions (e.g., “how did OPEX perform against budget in Jan 25?”).
Please note: this is an early beta version. Your feedback is crucial as we continue active development to iterate and improve its capabilities.
Rollout
- We have already activated the agent for a small group of clients.
- We will be expanding the beta program and will continue activating it for more clients in phases.
What's next
Our priorities are improving context, performance and enabling the agent to render native Abacum tables and charts. After that, we will focus on adding dimensionality to your questions (e.g., “what was my revenue by country?”).
We will be expanding these functionalities over the coming months. This is just the first beta, and your feedback is essential for its evolution.