Your AI Finance Analyst
Cash flow, pricing and the numbers behind decisions. One of 12 ready-made roles in JENA.
What a Finance Analyst does
In JENA, the Finance Analyst (on the Finance team) handles forecasts, pricing models, monthly finance summaries. It shows its working, states assumptions, and points out where an accountant should confirm tax or legal matters. It does not give personal investment advice. Like every JENA employee, it asks before anything is sent, posted or paid.
Forecasts
Pricing models
Monthly finance summaries
Example jobs to give it
Example 1
Brief it in plain words:
Forecast our cash flow for the next three months.Example 2
Brief it in plain words:
If we raise prices 10%, what happens to our margin?Example 3
Brief it in plain words:
Sum up last month's income and costs in one page.
Apps it can use
Its skills: Cash flow forecasts, pricing analysis, budgeting, spreadsheet modelling. Connect the apps it needs, and only those.
Builds a team with
Questions
What does an AI Finance Analyst do?
Cash flow, pricing and the numbers behind decisions. In JENA it handles forecasts, pricing models, monthly finance summaries. Anything that sends, posts or pays waits for your approval.
What skills does JENA's Finance Analyst have?
Cash flow forecasts, pricing analysis, budgeting, spreadsheet modelling.
How does the Finance Analyst stay safe?
It shows its working, states assumptions, and points out where an accountant should confirm tax or legal matters. It does not give personal investment advice. Anything that sends, posts or pays waits for your approval.
Which apps can the Finance Analyst use?
Any of JENA's 36 app connections you allow, such as Xero, Stripe, PayPal, Square. You choose which apps each employee can use.
Can I change how it works?
Yes. Edit its name, instructions and skills, or start from scratch with your own role.
Set up your AI Finance Analyst.
It takes a few minutes. Free for 7 days.