Ingrid Chat

Ask Ingrid anything. Line-item granular insights. Fully permission-aware. Action-oriented. Your business data speaks English.

Natural Language Queries
Permission-Aware
Action-Oriented

Business Intelligence That Speaks Your Language

Ingrid Chat is your conversational business assistant. Ask questions in plain English and get exact answers from your data. "What's the YTD spend on coffee?" "Show me overdue invoices for Acme Corp." "Who approved the most expenses last month?" It's like having a business analyst on call 24/7—except Ingrid never sleeps.

Contextually Aware

Ingrid understands your business context. It knows your customers, vendors, products, and transactions. Answers are precise and relevant.

Line-Item Granular Queries

Ask about specific line items on invoices and expenses. "What did we spend on office supplies in Q3?" Get exact numbers, not estimates.

Action-Oriented

Don't just get answers—take action. Drag and drop documents, approve expenses, generate reports, and update records directly from chat.

Fully Permission-Aware

Ingrid only shows you what you're allowed to see based on your RBAC permissions. No data leaks, no accidental exposure.

How It Works

1

Ask in Plain English

Type or speak your question: "What's the YTD spend on coffee?" Ingrid understands natural language—no need for SQL or technical jargon.

2

AI Processes Your Query

Ask Ingrid to parse your question, understand the context (you want expense line items, filtered by "coffee", YTD timeframe), and query your data with permission checks applied.

3

Get Exact Answers

Ask Ingrid responds: "$2,847.32 spent on coffee YTD across 47 transactions. Top purchaser: Marketing dept ($1,234). Trend: Up 12% vs last year." Answers include context and insights.

4

Take Action

Click to see transaction details, generate a PDF report, set a budget alert, or export to Excel. Ask Ingrid to act—it's not just a Q&A bot, it's a business productivity tool.

What You Can Ask

Ask Ingrid anything you can think of. There's no limit to what you can ask or how detailed you can get. From simple queries to complex analysis, Ingrid's AI-powered intelligence delivers precise, actionable answers. It's incredibly powerful.

"What's the YTD spend on coffee?"

"Show me overdue invoices for Acme Corp"

"Who approved the most expenses last month?"

"What's our average invoice processing time?"

"Compare Q3 expenses to Q2 by department"

"Find contracts expiring in the next 60 days"

Available on Mobile & Desktop

Access this feature on any device through our Progressive Web App (PWA). Works seamlessly on smartphones, tablets, and desktop computers.

Key Highlights

  • Ask questions in plain English—no SQL or technical skills needed
  • Line-item granular insights from all your business data
  • Fully permission-aware—only see what you're allowed to see
  • Action-oriented—drag-drop documents, approve expenses, generate reports
  • Contextually aware—understands your business and relationships
  • Generate PDF reports from any query
  • Available on mobile and desktop

Customization Available

Ingrid Chat is designed to fit the requirements of most companies. However, if you have a unique requirement that our system doesn't accommodate, this module can be quickly and affordably customized to meet your specific needs. Our AI-driven development process ensures fast, efficient implementation tailored to your business.

Download Product Brochure

View and print our detailed product brochure for a comprehensive overview of features and benefits.

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Ready to Talk to Your Data?

See how Ingrid transforms business intelligence into conversational insights.