v0.9: Hal - AI Finance Co-Founder

Ask Hal to analyze your company finances and tell you how to increase your founder profit.

With v0.9, you can work with Hal as your AI finance co-founder. Write a message, dictate your question, or have a real-time voice conversation. Hal has access to all your company’s financial data in the app, so you can go straight into the numbers and the decisions you want to make.

You can ask about your finances, work through a difficult business problem, collaborate on your financial ledger in a workspace tab, or give Hal a company goal and ask for precise actions to achieve it.

As founders, we want to know what our numbers mean for the business we are building. Which expenses deserve a closer look? What should we prioritize to improve founder profit? How should we approach the next big decision?

We built Hal to help you work through those questions with your company finances right there in the conversation. Ask for an analysis, explore what is driving the results, and follow up until you understand the choices in front of you. You can explain the context behind a difficult problem and ask Hal to help evaluate your options.

That same conversation can lead into action. Open a workspace tab to collaborate on capturing and reconciling your financial ledger, so your analysis reflects the company’s current activity. Then set a company goal and ask Hal to evaluate the business as a whole: what should you focus on, and which specific actions can move you toward it?

Start with your company finances in Hal and a question or decision you want to explore. Keep your financial ledger current and reconciled as part of your regular review, and use the workspace to collaborate with Hal on that process.

1. Choose how you want to talk. Chat with Hal, dictate a message, or start a real-time voice conversation. Use whichever feels natural for the question you have.
2. Ask Hal to analyze your finances. Hal can use the company financial data already in the app. Try: “Analyze my company finances and tell me what I should focus on to increase my founder profit.”
3. Go deeper into the answer. Ask Hal to explain the numbers behind an insight or look more closely at a part of the business. For example: “Which expenses should I review first, and why?” or “What is driving the change in our profit?”
4. Work through a decision. Describe the problem, the options you are considering, and any context Hal should include. Try: “I’m deciding whether to hire now or wait. Help me evaluate both options using our company finances.” Continue the conversation to understand the tradeoffs and decide your next step.
5. Collaborate in a workspace tab. Open a workspace tab and work with Hal to capture and reconcile the financial ledger. Use it to bring the records up to date and validate that your company finances are ready for analysis.
6. Set a company goal. Give Hal the outcome you want to achieve. For example: “My company goal is to increase founder profit this quarter. Evaluate the business as a whole and propose precise actions to achieve it.” Ask Hal to explain its recommendations and help you decide what to work on first.

You can return to the conversation as your business moves forward. Bring a new question, discuss a decision, or revisit your company goal with your latest finances. Hal gives you a place to connect the numbers, the context, and what you want to accomplish next.

Open Hal and bring the financial question you most want to answer. Start with “How can I increase my founder profit?” and ask Hal to analyze your company finances, explain the priorities, and help you choose your next action.

Open Hal and start a conversation with your AI finance co-founder.