Business Questions

The AI assistant can look up your ellume data and calculate figures from it. Ask in your own words. You don't need spreadsheets or formulas.

The AI can make mistakes. Check important figures in Finances or the calendar before you make decisions.

What can I ask about?

Income, expenses and profit for a period
Expenses by category
Revenue per client
Cash flow over time
Monthly spending and how long your money lasts at the current rate
A projection for the next three months

Client details and contact information
Which clients are active and which have not booked for a while
Your most valuable clients

Your appointments for a day, week or month
Today's schedule
Free time slots

For business questions, the assistant uses the data in your ellume account. It cannot see records you have not entered in ellume.

Example questions

"What was my total income this month?"
"Show my five biggest expenses this quarter."
"How much did I earn from Maria Garcia last year?"
"How much did I spend on supplies in March?"
"How long will my money last at my current spending?"

"Who are my top clients by revenue?"
"Which clients haven't booked in the last three months?"
"Show me the details for John Smith."

"What's on my schedule today?"
"Show all appointments next week."
"When do I have a free two-hour slot next week?"

How do I get accurate answers?

Name the period. "In January 2026" or "last month" works better than "recently".
Use the client's full name as it is saved in ellume.
Ask one thing at a time. Follow up with a second question if you need more.
Narrow it down. If an answer is too long, ask for the top 10 or a shorter period.

How are answers shown?

As text, lists and tables. The assistant does not create charts.

What if the answer seems wrong?

Check the spelling of names and categories.
Ask the assistant which period or data it used.
Check the answer yourself: open Finances or Calendar and compare the numbers.
Start a new chat if the conversation has become long.

Can the assistant change my data?

Yes. It can book appointments and record transactions when you ask it to. Before it deletes a client, merges clients, cancels an appointment or deletes a transaction, it asks for your approval. See AI Assistant.