Meet Daystrom™, ask about a client's money in plain English

Daystrom is here. It is a chat assistant that sits next to your analysis and answers questions about a client's finances in plain English. Ask it something like "what were the largest cash withdrawals in 2024" and it reads the project's real transactions and checks, then streams the answer back while you watch it work. It is unlimited, each conversation lives at its own link, and it runs in a side panel you can collapse to get back to the ledger.

Here is what you can ask it to do:

• Get a straight answer, grounded in your data. Every reply comes from the transactions and checks in the project, not a guess. When Daystrom uses a tool or pulls a figure, you see it happen inline.

• See it as a chart. Ask for a picture and Daystrom draws it from the real numbers: bar and line charts for spending and balances over time, and a Sankey flow-of-funds diagram that traces money moving between accounts.

• Find out where the money went. Get a breakdown of the recipients (banks, payment processors, and named people on checks and wires), with a count and dollar total for each, largest first. Ask where the money was spent in person and Daystrom plots those cities on a map from the card and in-person transactions.

• Total money in vs money out over any date range, with the net for the period. Daystrom sticks to what the transactions can support instead of inventing a balance.

• Work the checks. Total checks to a given payee, or compare check activity across months.

• Clean up transactions. Tell Daystrom to remove duplicates or transactions that do not belong, with a guided review that checks each one against the source first. Every removal can be restored.

• Verify a figure at the source. Daystrom can open the original statement to double-check a number, or read the balances the statement prints and how they change over time.

• Edit your AI Forensic Analysis report. Ask it to revise a section, see the change first, then apply or revert it.

Daystrom is in beta, so tell us where it helps and where it falls short.