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Back to Caroline’s team AI Financial Analyst Agent

Understand your figures the moment you ask

The AI Financial Analyst Agent reads your accounting live and explains what the figures mean. Ask about margin, cash or a specific account and get the answer with the numbers behind it.

Works with Odoo
AI Financial Analyst Agent
Working 24/7
Caroline
Managed by Caroline · AI Financial Manager
Live data

Your real ledger, read at the moment you ask

No imports and no spreadsheets. The figures are always the ones in your accounting today.

Finance overview AI working
Live Ledger connection
0 Imports needed
PDF Branded reports
3 Alerts this month
QuestionSourceAnswerStatus
Gross margin this quarter Ledger With figures Answered
Cash position today Bank accounts With figures Answered
Monthly management report Ledger PDF ready To review
Margin drift on one product line Sales ledger Alert raised Flagged
Plain answers Every answer comes with the figures behind it Margin, cash, a specific account: ask in plain words and see exactly where the answer comes from.
0 Imports needed
Early warnings The one problem worth finding early A cash swing, a drifting customer, a margin that has quietly moved. Flagged before it becomes expensive.
PDF Branded reports
Start free trial Book a demo
How it works

From trigger to result,
you stay in control

Every workflow follows the same four steps. Nothing reaches your customers or your tools until you approve it, unless you decide to automate it within your rules.

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Before you start

What it accesses,
what it does and what it costs

Everything you need to decide, in one place. Each connection requests the minimum permissions and can be removed at any time.

What it reads
Your ERP, live (Odoo today) The general ledger and accounts Invoices and payments
Always needs your approval
Every report before it is emailed Any message sent outside the company
What you can automate later
Recurring management reports Alerts on cash swings and margin drift
Typical credit usage Draft one finance email≈ 2 credits Generate one finance report≈ 2 credits Setup: about 2 minutes How credits work →
Watch it work

One real case,
from input to result

This is exactly what happens when the AI Financial Analyst Agent gets to work: what comes in, what the AI does, what waits for you, and what goes out.

You Your question · Asked in FLUGIA Input
How is our gross margin this quarter compared with last quarter?
Caroline Caroline analyses Ledger read live from Odoo Revenue and cost of sales compared One product line flagged
Prepared by Caroline Needs your approvalApproved
Gross margin is lower this quarter than last. Most of the drop comes from one product line where costs rose while prices stayed the same. Figures and accounts used are listed below.
ApproveApproved Edit
Answer saved, report ready as PDF
Before and after
Without FLUGIA Waiting for month-end to know where you stand Spreadsheets built by hand Problems found too late
With Caroline Figures read live, whenever you ask Answers with the numbers behind them Early warnings on cash and margin
You decide what goes out You review every report before it is emailed. Nothing is sent outside the company without you.
Try it yourself with sample data
Start free trial Book a demo
Try it now

Test it with sample data.
No account needed.

Pick an example and see what the AI Financial Analyst Agent prepares. When you are ready, start a 15-day free trial on this one workflow, with your own tools.

Start 15-day free trial
Caroline AI Financial Analyst Agent Sample mode · nothing is sent Sample
Input How is our gross margin this quarter compared with last quarter?
Press “Run with sample data” to see the result.

AI Financial Analyst Agent
available 24/7

The questions business owners ask us most about this agent, answered the way Caroline would.

Do I need to export anything ?
Caroline No. Caroline reads your ERP live, so there are no imports and no spreadsheets.
Is a copy of my books stored ?
Caroline No. Figures are read at the moment you ask and nothing is kept.
Can I send the report to my accountant ?
Caroline Yes. Reports are editable, exported as a branded PDF and emailed from the conversation.
Start free trial Book a demo

Discover our
AI Financial Analyst Agent

Our AI Financial Analyst Agent connects to your ERP, reads the real ledger and turns it into clear answers and reports you can send, without imports, spreadsheets or a copy of your books kept anywhere.

Ask about your margin, your cash position or a specific account in plain words. Caroline answers straight from your live ledger and shows the figures behind every answer.
Caroline

The business benefits
of our AI Financial Analyst Agent

What changes in your business once Caroline’s team takes this work off your plate.

Real-time visibility
Your figures as they stand today, read live from your ledger.
Answers anyone can read
What the numbers mean, explained in plain words anyone can act on.
Reports in minutes
Branded PDF reports prepared in minutes, ready to send.
Problems found early
Cash swings and margin drift flagged before they get expensive.
Nothing stored
No copy of your books is kept. Figures are read when you ask.
Hours saved
No more building spreadsheets by hand every single week.
Start free trial Book a demo

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Customer stories

Real companies. Real workflows.
Real results.

Local businesses use FLUGIA to take one recurring task off their plate, then add more once they see the results. Here is what they automated and what changed.

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Bowls.be Restaurant

“FLUGIA handles our incoming reviews and prepares every response for approval. Our team only needs to review the sensitive cases.”

Rachid Azaoum
Rachid Azaoum CEO of Bowls.be · Entrepreneur
157 customer reviews processed
98% approved without changes
2d → 4h average response time
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elavi B2B services

“David writes our LinkedIn posts and SEO articles every week. We approve them in two minutes, and new clients now tell us they found us on Google.”

Ahmed Hilami
Ahmed Hilami CEO, elavi
Trusted by businesses already using FLUGIA
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Questions before
you get started ?

Can’t find your answer ? Our team replies within one business day.

Not unless you decide so. Every report before it is emailed waits for your approval by default. During your free trial, every AI Co-Worker starts in Approval required mode.
Still have questions ? Talk to us. Start free trial Book a demo