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Financial insights

Ask your books a question.

“How is cash flow this month?” “Which expenses went up?” “Who still owes me?” Qaid answers from your own ledger and can write a CFO-style review of the period.

In short

Qaid's financial insights let you query your accounting data in plain language (English or Arabic) and generate a structured period review — revenue, expenses, profit, cash position, receivables, trends and risk signals — saved in the app and exportable as PDF.

Questions you can ask

  • “What was my profit in Q2?”
  • “How much did I spend on marketing this year compared to last year?”
  • “Which customers are overdue?”
  • “What is my cash position today?”
  • “كم بلغت مصروفات الرواتب هذا الشهر؟”

Answers are computed from posted transactions — the same data behind the reports — and reference the figures used, so you can check them.

CFO review

Generate a review for a period and Qaid summarises what happened: revenue and expense movements, margin, cash runway signals, receivables risk and notable vendors. Reviews are stored in the app with their date and can be downloaded as PDF for a co-founder or accountant.

Insight cards

Lightweight insights — top expenses, monthly summaries, changes versus the previous period — appear in the dashboard and update as you approve transactions.

Limits

  • Insights describe your data; they are not financial, investment or tax advice.
  • Forecasting is not available yet — reviews look at recorded periods.
  • The quality of insights depends on the completeness of your books: unrecorded transactions are invisible to Qaid.

Last reviewed:

Frequently asked questions

Qaid sends the data needed to answer a question to Anthropic's API under Anthropic's commercial terms, which state that API inputs and outputs are not used to train Anthropic's generative models. Your ledger remains in Qaid's database. See the security page for details and sources.

Yes. Monthly summaries and period-over-period changes are part of the insights views, and you can ask comparison questions directly.

Try it with your next receipt.

Qaid is free during early access. Create your company, describe one transaction, and see the entry.