| --- |
| title: Using the Assistant |
| description: Ask Midday questions about your business finances. |
| section: assistant |
| order: 1 |
| --- |
|
|
| The Midday assistant lets you ask questions about your finances in plain language and get instant answers. |
|
|
| ## Access the assistant |
|
|
| 1. Open [Midday](https://app.midday.ai) |
| 2. The assistant is available from the home screen |
| 3. Type your question |
| 4. Get an instant response |
|
|
| ## What you can ask |
|
|
| The assistant understands questions about your financial data: |
|
|
| ### Revenue and income |
| - "What was my revenue last month?" |
| - "Show me revenue by customer this quarter" |
| - "How does this month compare to last month?" |
|
|
| ### Expenses and spending |
| - "What did I spend on software last quarter?" |
| - "Show my top expenses this year" |
| - "How much have I spent with Amazon?" |
|
|
| ### Cash and runway |
| - "What's my current balance?" |
| - "How long will my cash last?" |
| - "What's my monthly burn rate?" |
|
|
| ### Invoices |
| - "Do I have any overdue invoices?" |
| - "Who owes me money?" |
| - "Show unpaid invoices for Acme Corp" |
|
|
| ### Time tracking |
| - "How many hours did I track this week?" |
| - "Show time by project this month" |
| - "What's unbilled for Client X?" |
|
|
| ## How it works |
|
|
| The assistant: |
|
|
| 1. Understands your question using AI |
| 2. Queries your actual Midday data |
| 3. Returns accurate, real-time answers |
|
|
| It's not making up numbers—it's reading from your transactions, invoices, and tracked time. |
|
|
| ## Tips |
|
|
| - Be specific: "Revenue last month" is better than "How am I doing?" |
| - Include time periods: "this month," "last quarter," "in 2024" |
| - Ask follow-ups: The assistant remembers context in a conversation |
|
|
| ## Limitations |
|
|
| The assistant can answer questions about data in Midday. It cannot: |
|
|
| - Make predictions or forecasts |
| - Access external data |
| - Make changes to your account (it's read-only) |
| - Answer questions about features not yet available |
|
|
| ## Privacy |
|
|
| Your conversations with the assistant are private. We don't use your financial data to train AI models. |
|
|
