How to Use Relogue AI

Your AI-powered financial analyst for QuickBooks data

Overview

Relogue AI connects to your QuickBooks account to provide instant financial insights. Simply ask questions in plain English, and get answers with data, analysis, and visualizations.

What You Can Do

Financial Reports

  • Profit & Loss (P&L) - Income, expenses, and net profit
  • Balance Sheet - Assets, liabilities, and equity
  • Cash Flow Statement - Cash movement analysis
  • Trial Balance - All accounts with balances

Time Period Analysis

  • Current fiscal year-to-date (YTD)
  • Specific date ranges
  • Monthly, quarterly, or yearly breakdowns
  • Compare periods (this year vs last year)
  • Multi-year trend analysis (up to 3 years)

Analysis & Insights

  • Trend analysis - Growth rates and patterns
  • Outlier detection - Unusual spikes or dips
  • Financial ratios - Profitability, liquidity, efficiency
  • Expense analysis - Breakdown and categorization
  • Period comparisons - Year-over-year changes

Visualizations

  • Line charts - Trends over time
  • Bar charts - Period comparisons
  • Pie charts - Composition breakdown
  • Charts are generated automatically when relevant

Receivables & Payables

  • Aged receivables - Who owes you money
  • Aged payables - What you owe others
  • Customer and vendor lists
  • Overdue payment tracking

Filtering & Detail

  • Filter by account type (Income, Expense, etc.)
  • Top N analysis (top 10 expenses, etc.)
  • Account-level breakdowns
  • Drill down into specific categories

Account Transactions

  • Transaction drilldown - See individual entries
  • Ledger view with running balance
  • Filter by date range or transaction type
  • Vendor/payee analysis

Example Questions

Click any example to copy it. Try these in your chat!

Show me my P&L for this year
What's my balance sheet?
What's my cash position?
Show me the trial balance
What was my net income last quarter?

Compare this year's revenue to last year
How do my expenses compare to last year?
Compare Q1 this year vs Q1 last year
Show me the year-over-year change in profit
Why did profits drop compared to last year?

What are my top 10 expenses?
Break down my operating expenses
Show me all income accounts
What's my largest expense category?
List all my asset accounts

Who owes me money?
What are my overdue receivables?
Show me aged payables
List my customers
Show me my vendor list

Show me transactions in the Travel expense account
What makes up my marketing spend?
Show me the cash ledger for this month
Who did we pay from the Operating account?
Break down the $50K expense last quarter

Show expense breakdown as a pie chart
Graph my revenue trend
Chart my monthly expenses
Visualize this year vs last year revenue

What's my current ratio?
Calculate my profitability ratios
Show me liquidity ratios
What's my debt-to-equity ratio?
Analyze my financial health

Tips for Best Results

Be Specific

Include time periods when relevant. "P&L for Q3 2024" is better than "show P&L".

Ask Follow-ups

After seeing results, ask for more details. "Why did expenses increase?" or "Break that down further."

Use Natural Language

Ask questions like you would to a colleague. "How's business doing?" works just as well as formal queries.

Request Charts

Add "as a chart" or "visualize" to any trend or comparison question for graphical output.

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