FR AI Assistant: Ask Your Financial Reports Anything

The Optio Team

Jun 23. 2026

In this article

Optio just added a conversational AI layer to financial reports. Ask it anything about your figures, your logic, your treatment. Get answers in seconds.

 

When a figure looks unexpected, or an auditor asks a question that needs a fast, confident answer, you can now go straight to the source. Click Ask AI Assistant on any Report Details page, type your question in plain language, and get an answer grounded in the actual report logic, not just the numbers on the page.

 

That distinction matters. Most tools can tell you what a figure is. This one can tell you why. It has access to the underlying calculation logic, so it can explain treatment for scenarios that may not even appear in your current report.

 

  • Ask it how FX rates are applied.
  • Ask it what happens to unvested awards on termination.
  • Ask it to flag anything worth a second look before you close the books.

 

Optio FR AI Assistant chat interface showing a plain-language question and answer grounded in financial report logic.

 

What this means for admins

 

The result is faster answers,

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Author image The Optio Team
The Optio Team
The Optio Team is your go-to crew for all things employee ownership and equity compensation. We're here to share practical tips, industry insights, and lessons learned from helping companies get equity right.

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