What data does the Accounting Report use?

Only the scopes it needs: finance, sources. Nothing else from your account is sent to the model, which keeps the analysis focused and the cost predictable.

What questions can the Accounting Report answer?

For example: Which recurring costs should I cut first? Are any expenses mis-categorised or duplicated? Where did my spend grow the most vs last period? You can add your own question before running the report.

Can I export the Accounting Report?

Yes. Every generated report is stored in your report history and can be downloaded as a formatted PDF.

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Accounting Report

Q: How many tokens does the Accounting Report cost?

The Accounting Report costs 60 tokens from your single Cost Pulse AI wallet. One wallet covers everything: a financial entry costs 1 token, a diary note, plan or schedule item 2 tokens, an AI chat message 3 tokens per ~600 characters of answer, a focused AI report 60 tokens and the full CEO Report 100 tokens. Free accounts get a one-time 100 tokens; paid plans refill every billing cycle.

60 tokens

Books, categories, margins

Where the money went, category by category. Spot mis-categorised spend, duplicate vendors, and margin leaks.

How to run it

Log your entries or connect Shopify and QuickBooks so the numbers are real.
Open AI Reports and pick the Accounting Report card — the 60-token price is shown before you run it.
Choose a period (7 / 30 / 90 / 365 days or all time) and optionally type your own question.
Generate, review the KPIs and recommendations, then download the PDF.

Questions it answers

— Which recurring costs should I cut first?
— Are any expenses mis-categorised or duplicated?
— Where did my spend grow the most vs last period?

Token pricing

One wallet covers everything: a financial entry costs 1 token, a diary note, plan or schedule item 2 tokens, an AI chat message 3 tokens per ~600 characters of answer, a focused AI report 60 tokens and the full CEO Report 100 tokens. Free accounts get a one-time 100 tokens; paid plans refill every billing cycle.

FAQ

Start free Read the guide

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