Feature

Ask your finances anything

Stop digging through dashboards. Ask plain-English questions and get instant, accurate answers backed by your real data — from QuickBooks Online and your bank (via Plaid).

What's our burn rate this month?
Ask me anything about your finances...

Real questions answered with real-time data.

A finance team you can talk to.

Traditional finance tools force you to know exactly where to click, which report to open, and how to interpret it. CentSight replaces that friction with a conversation. Type a question the way you'd ask a CFO, and get back the same answer you'd get from one — in seconds, not days.

Every query runs live against your connected data. There are no stale reports, no cached numbers, and no context switching. Ask about burn rate, cash flow, vendor spend, payroll readiness, or anything else — and CentSight pulls the numbers straight from the source.

Common questions founders ask on day one: "What's our burn rate?" "Which vendor costs went up this quarter?" "Can we afford to hire two engineers?" Every one of them gets a direct answer, backed by the transactions behind it.

Capabilities

  • Natural-language queries across every connected account
  • Every number computed in code against your ledger — never invented by the AI
  • Answers respect accrual or cash basis — matched to your QuickBooks file
  • Instant answers for cash position, burn rate, and runway
  • Vendor, category, and transaction-level drill-downs
  • Context-aware follow-up questions — no re-typing
  • Auditable results with source transactions attached
  • Powered by Anthropic's Claude, across QuickBooks Online and your bank (via Plaid)

Three steps from question to answer.

01

Connect

Connect your accounts

Link QuickBooks Online and your bank (via Plaid) in about five minutes. OAuth-based, read-only, and encrypted — CentSight reads the data it needs without ever touching your records.

  • QuickBooks Online and your bank, via Plaid
  • OAuth-based and read-only — we never write back
  • Connected in about five minutes
  • Encrypted in transit and at rest
Connected SourcesUpdated Today
Q
QuickBooks Online (OAuth)read-only
B
Your bank (via Plaid)read-only
CentSight
No journals posted · nothing written back
256-bit AES · read-only access
02

Ask

Type your question

Ask in plain English the way you would a CFO. "What's our runway?" "How much did we spend on software last quarter?" "Can I afford two senior hires?" No syntax, no formulas, no reports to build.

  • Plain English — no formulas, no query syntax
  • Cash, burn, runway, vendor spend, and more
  • Context-aware follow-ups, no re-typing
  • An answer in under three minutes
CentSightAsk anything about your finances
Updated Today
What would you like to know about your business?
Ask
03

Trust the answer

See the data behind every answer

CentSight returns the number, the source transactions, and the logic behind the calculation — so you can trust it, share it, and act on it immediately. The AI writes the query; a deterministic engine runs it in code against your ledger. CentSight never makes up a figure.

  • Computed in code by a deterministic engine — never an AI guess
  • Every figure traced back to source transactions
  • Read-only — no journals posted, nothing changed
  • Share the answer with the receipts attached
  • Auditable, on every question you ask
What did Harbor Supply Co. cost us last quarter?
Ask me anything about your finances...

Every answer traces back to the transactions behind it.

Real questions, real answers.

The questions finance teams actually ask — and the answers CentSight delivers in seconds. Try the burn rate calculator to see an example in action.

Founder checking cash position

"How much cash do we have across all accounts right now?" — One question replaces logging into four banks and a bookkeeping tool.

CFO monitoring burn rate

"What was our burn rate last month and how does it compare to Q3?" — Instant trend analysis without rebuilding a spreadsheet.

Bookkeeper investigating an expense

"Show me every vendor charge over $500 last week." — Drill into transactions without exporting a single CSV.

Manager reviewing vendor costs

"Which software vendors did we pay more than $1,000 to this quarter?" — Surface renewal risks before they hit the next invoice.

Ready to try it?

Start your free trial and get plain-English answers to your financial questions.