Dashboard QueryBox Financial QueryBox Financial

Help Center

Guides and documentation to help you get the most out of QueryBox Financial

Getting Started

  1. Connect Xero: Click "Connect to Xero" on the Dashboard and authorize access
  2. Sync Data: Click "Sync Now" to pull your financial data from Xero
  3. Ask Questions: Type questions in plain English in the Financial Assistant
  4. Explore Forecast: Use the Forecast tab to create projections and scenarios

Using the Financial Assistant

The Financial Assistant understands natural language questions about your finances. Just type what you want to know!

Tips for better results:

  • • Be specific about time periods: "last month", "Q4 2025", "this year"
  • • Ask for comparisons: "compare revenue this year vs last year"
  • • Request specific counts: "top 5 customers", "last 10 invoices"
  • • Use financial terms: runway, burn rate, AR, AP, cash flow

Forecast Feature

Create financial projections based on your actual Xero data:

  • Sales Pipeline: Add expected deals with probability and close dates
  • Expense Events: Plan for upcoming expenses (hires, equipment, etc.)
  • Cash Flow: See projected cash position over time
  • Scenarios: Create and compare different what-if scenarios

Data & Security

  • OAuth 2.0: We never see your Xero password - secure token-based auth
  • Encryption: All data transfers use bank-level encryption
  • Local Sync: Your data is synced locally for fast queries
  • Disconnect: You can disconnect Xero anytime from the Dashboard

Need More Help?

Can't find what you're looking for?

View FAQ Contact Support