Chift Insights

All your financial data, in a single conversation

Stay a step ahead of your numbers. Cash getting tight, a customer paying late, a margin slipping: what really matters is too often buried between your accounting, your bank, your POS and your e-commerce. Chift brings all these sources together and puts them within reach of your AI. You ask a question, it cross-checks your real data and answers. Nothing to open, nothing to hunt for.

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No dashboard, no export, no digging

Your tools don't talk to each other. Your AI does. Open your assistant, ask your question, and the answer arrives. No dashboard to dig through, no export, no three tabs open at once. Just your data, ready to answer.

Real-time cash flow

Ask for your cash flow. The AI cross-checks your accounting entries with your bank balances, even when the books are behind.

Customer follow-ups

Spot unpaid invoices in one message. The AI cross-checks them with your e-commerce or POS activity, and tells you who to chase first.

Numbers that add up

Your AI shouldn't be doing your maths. Chift groups your entries by type (revenue, expenses, VAT) and delivers the totals ready-made. Less data to process, faster replies, and figures that match your accounts.

On-demand reporting

"My revenue by channel this quarter?" The AI aggregates POS, e-commerce and invoicing, and displays an interactive chart right in the conversation.

Use cases

Your users already have the questions. Chift Insights has the answers.

Every question below is answered from live data in your accounting, POS and banking software. One connection, an answer with a chart instead of a spreadsheet export.

Who owes me money
PROMPT

Who owes me money, oldest first, and how much is over 60 days?

Open invoices ranked by age and amount, grouped by customer rather than by invoice.

PROMPT

Which of my customers habitually pay late, and by how many days?

Payment behavior over time, not just today's snapshot.

Where did it all go
PROMPT

What did I spend with each supplier last quarter, and where did it land in the accounts?

By supplier and by ledger account, without opening the accounting software.

PROMPT

What am I paying every month that I wasn't paying six months ago?

Recurring spend, including the subscriptions nobody remembers approving.

Do the numbers add up
PROMPT

Show me bank movements and match it to journal entries, include unmatched items

Bank movements matched against journal entries, so gaps surface before the accountant finds them.

PROMPT

Show me last month's sales by VAT rate and by product category, and tell me whether the two reconcile.

POS records compared to the accounted numbers.

Before the deadline
PROMPT

Which accounts am I missing in my chart of accounts for the things I actually sell?

Product categories set against existing accounts, with the missing ones flagged.

PROMPT

How much VAT will I owe this quarter, and which entries still don't have a VAT code?

The VAT position as it stands today, with the unclassified entries that would otherwise turn up on filing day.

What's actually working
PROMPT

Which channel is growing, and which is just moving the same customers around?

Growth per channel set against repeat customers, so a shift doesn't read as a gain.

PROMPT

How much came in by card, cash and vouchers this month?

Revenue broken down by payment method.

Connected to your tools

Your AI already speaks to these systems

Axonaut
Invoicing & CRM
Invoicing & CRM
CashMag
POS
POS
Chargebee
Invoicing & CRM
Invoicing & CRM
Dolibarr
Invoicing & CRM
Invoicing & CRM
Dynamics 365 Business Central
Accounting
Accounting
Evoliz
Invoicing & CRM
Invoicing & CRM
Exact
Accounting
Accounting
Fiken
Accounting
Accounting
FreeAgent
Accounting
Accounting
Gocardless
Payment
Payment
Harvest
Invoicing & CRM
Invoicing & CRM
Holded
Accounting
Accounting
HubSpot
Invoicing & CRM
Invoicing & CRM
L'Addition
POS
POS
Lightspeed
POS
POS
Minox
Accounting
Accounting
FAQ

It's normal to have questions

Is my data safe?

Yes. Every request is isolated and encrypted, and the AI only accesses data that belongs to you. Chift reads your data on demand without keeping a copy. What appears in the conversation afterwards is handled by your assistant, where a pro or enterprise version offers stronger guarantees.

Why choose Chift rather than my tool's native connector to Claude or ChatGPT?

A native connector plugs in one tool only, and often returns raw data the AI has to interpret and calculate itself, with the risk of error that brings. Chift brings all your sources together at once, accounting, banking, POS, e-commerce, to answer questions no single tool covers. It returns figures that are already aggregated, so the AI reports an accurate amount instead of recalculating it. And if a requested data point doesn't exist, Chift answers "not found" rather than letting the AI invent a value. You even get a clear chart directly in the conversation.

How long does it take to set up?

A few minutes. You connect your tools once, and you can ask your first questions straight away. No technical project to launch.

Are the answers reliable?

The AI works from your real data and can't invent a figure. You get answers you can verify, not approximations.