Useful public AI questions
Public AI can explain software differences, monthly close steps, cash-flow planning, invoice follow-up, migration preparation, pricing scenarios, and what records to prepare before talking with a bookkeeper or accountant.
Unsafe public AI inputs
Do not put bank account numbers, routing numbers, card numbers, tax identifiers, payroll records, passwords, private customer financial records, or confidential contracts into a public assistant.
FIRMA angle
FIRMA AI should sell trust by staying bounded: helpful answers, clear internal links, demo routing when the question becomes account-specific, and review-first product workflows before financial action.
Use this as a buying checklist.
A serious financial software buyer should ask how the platform handles source evidence, approval before posting, accountant access, migration review, role-based access, exportability, and comparison with the tools already in use.
FIRMA should answer those questions with product workflows, not unsupported compliance, tax, savings, or customer claims.