AI app for finance · no coding needed
Small-business finance scenario interview tool
Make forecasting accessible through structured business questions.
Made for: Accountants advising owner-managed companies
What it does for you
The problem
Owners cannot translate operational plans into useful forecasts.
What it gives you
Accountant-reviewed operating forecast
What you give it
Client-declared plansapproved baseline accounts
How it works, step by step
- Elicit explicit assumptions
- Convert statements into editable drivers
- Compare scenario cash paths
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned accountant-reviewed operating forecast with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Small-business finance scenario interview tool with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Small-business finance scenario interview tool with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links1 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare28 KB
- prompt-vps.mdThe same build on your own server (Docker)28 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria15 KB
- demo/index.htmlThe working demo on sample data203 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Make forecasting accessible through structured business questions
Confirm the buyer's problem and scope, collect client-declared plans and approved baseline accounts, then follow this sequence: 1. Elicit explicit assumptions. 2. Convert statements into editable drivers. 3. Compare scenario cash paths. Resolve uncertain cases with qualified reviewers, approve accountant-reviewed operating forecast, and measure advisor preparation hours saved and forecast usefulness minus delivery cost against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the three stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One business model; no invented inputs or personalized investment advice. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Reconcile calculations to approved records. Keep proposed entries and payment actions under finance-team control. Never invent missing financial inputs. One business model; no invented inputs or personalized investment advice. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One business model; no invented inputs or personalized investment advice. Implement one approved input format, a bounded representative case set and the first two task modules: elicit explicit assumptions; convert statements into editable drivers. Support the third module with operator review: compare scenario cash paths. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Accounting exports, invoice records and finance review processes. Case management, customer records, document storage and notification systems. Begin with an exportable review pack before automating destination writes. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Guided information request, Completeness and uncertainty, Professional handoff. Give submitters a mobile-friendly step-by-step form with document uploads and a visible completeness checklist. Staff see a queue with missing items and extracted fields. Place the original document beside each uncertain value. Show submitted, clarification required and ready-for-review states. Make the task-specific outcome accountant-reviewed operating forecast visible beside its evidence, review state and value baseline.
