Optio just added a conversational AI layer to financial reports. Ask it anything about your figures, your logic, your treatment. Get answers in seconds.
The FR AI Assistant is Live
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.
Chat with your financial reports:
- 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.
What this means for admins
The result is faster answers, more confidence in what you're booking, and fewer back-and-forths waiting on anyone else. Our CSM team is already using our AI layer to resolve client questions in a fraction of the time, and the same capability is coming soon to issuer admins in beta.
If you'd like to see it in action for your own reports, we'd be glad to walk you through it.
Book a demo
The Optio Team
