Ask questions.
Get answers. Instantly.
Stop digging through spreadsheets and reports. Ask your AI Assistant about payments, invoices, and reconciliation status in plain English.
Financial systems don't answer questions.
They create more of them.
Hours of manual work. Still uncertain. Until now.
“Is this balance correct?”
Yes, the balance matches QuickBooks.
Last synced 2 minutes ago.
Seconds. With confidence.
Meet the AI that understands
your financial reality.
The SettleWise AI Assistant connects your data into one coherent view.
You ask the question. It already knows where to look.
What you can ask
Just type or speak naturally. The AI understands context, not commands.
SettleWise Assistant
Always ready to help
Why it's different
Built differently, with your trust at the center.
Not just data. Understanding.
The AI doesn't just surface numbers. It explains what they mean.
Built for real operations
Designed for teams working across messy, real-world financial systems — not perfect spreadsheets.
Trust before automation
You see everything. You review everything. Nothing happens without you.
Clear boundaries. Full transparency.
We believe in trust before automation. Here's exactly what our AI can and cannot do.
What the AI can do
- Analyze your financial data
- Explain payment and invoice status
- Highlight discrepancies and inconsistencies
- Surface risks and priorities
- Support audits and investigations
What it will never do
- Execute payments
- Modify or delete data on its own
- Make irreversible changes
- Access anything outside your SettleWise account
One add-on. Any plan.
Add AI Assistant to your existing SettleWise subscription.
199/month after launch
- Natural language queries (English & Spanish)
- Payment lookups & investigations
- Invoice management & creation
- Customer balance & debt tracking
- Reconciliation status & matching
- Point of Sale transactions
- 7-day free trial included
