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What can I help with?

Ask me anything about your business, and I'll provide expert guidance tailored to your location.

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Importing Your Financial Data

Connecting to your Xero account...

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Import Xero Financial Data

Not Connected

Report Type

Date Range

Comprehensive Financial Data Extraction

Profit & Loss Analysis

⏸

Extract comprehensive profit & loss data including revenue trends, expense categories, and net profit margins with AI-optimised formatting.

Cached data available

Balance Sheet Summary

⏸

Comprehensive balance sheet analysis including assets, liabilities, equity positions, and financial ratios with AI insights.

Cached data available

Cash Flow Analysis

⏸

Detailed cash flow analysis including operating, investing, and financing activities with trend analysis and forecasts.

Cached data available

Trial Balance & Accounts

⏸

Complete trial balance with all account balances, chart of accounts analysis, and account reconciliation status.

Cached data available

Manual Data Entry

Enter your financial data directly if Xero import fails

Financial Report Type

Financial Data

You can paste data from Excel, CSV files, or copy directly from your accounting software

Date Period

Import Xero Financial Data

Not Connected

Connected to Circuband Limited

Report Type

Date Range

Choose Your AI Assistant

Select the AI agent that best fits your needs. Each agent specialises in different business areas:

General

General Model

Pure AI assistance experience

No modifications or specialisation

General knowledge & assistance

Standard AI responses

Plain AI assistant with no specialised modifications - just standard AI responses for general business assistance.

Legal/Policies

Legal Model

NZ legal compliance & regulations

Employment law & HR policies

Contract templates & agreements

Current legal updates & citations

Expert in New Zealand legal matters, compliance requirements, and policy development with real-time legal updates and citations.

Financial Advisory

Compliance Model

NZ financial regulations & compliance

Tax obligations & GST requirements

FMA guidelines & reporting standards

Director duties & corporate governance

Expert in New Zealand financial compliance, tax regulations, and regulatory requirements. Educational guidance only - not financial advice.

Connections

Connections Model

Provider matching & recommendations

Network expansion strategies

Partnership opportunities

Business relationship building

Specialised in connecting you with the right business partners, professionals, and business networks across New Zealand.

Grants & Funding

Research and Grants Model

Government grants & funding discovery

Investment opportunities (Angel, VC)

Māori business funding programs

Startup & innovation funding

AI-powered discovery of the complete funding ecosystem. Analyses entire landscape of grants, funding, and investment opportunities globally with comprehensive ecosystem mapping.

Export Assist

Export Model

Market entry strategies & analysis

Export regulations & compliance

Trade costs & logistics planning

Government support programmes (MPI, NZTE, MFAT)

Comprehensive international trade guidance for New Zealand exporters. Expert analysis of global markets, export regulations, and government support programmes with real-time trade intelligence.

Sales & Marketing

Marketing Model

Digital marketing strategies & campaigns

Sales funnel optimization & lead generation

Social media & content marketing

Performance analytics & customer acquisition

Expert sales and marketing guidance with current industry trends, digital strategies, and performance optimization techniques.

Image Generation

Image Model

Professional business images

Marketing & social media visuals

Logo & brand asset creation

Product concept illustrations

Create custom business images, marketing materials, logos, and visual content using advanced image generation technology.

Business Planning

Strategic Planning

Canvas Mode

Full Plan Mode

Xero financial data integration

Strategic analysis & recommendations

Comprehensive strategic business planning with Canvas and Full Plan modes, financial data integration, and level-adaptive intelligence.

Policy Generator

Legal Documents

Policy Mode

Full Contract Mode

Multi-jurisdiction support

Legal compliance & templates

Generate legal policies and comprehensive contracts with jurisdiction-specific compliance, from quick policies to detailed employment agreements.

Your Business Tasks

No tasks yet

Complete your AI Advisor assessment to get personalized action items.

Progress

How to ask effective questions

Image Planning Assistant

Purpose & Platform

Visual Specifications

Content & References

What type of image do you need?

Tell us the purpose and platform to optimize your image creation.

Image Purpose *

Platform/Type *

AI Model *

Gemini 2.0 Flash Creative

Best for artistic, creative, and conceptual business imagery

DALL-E 3 Professional

Best for realistic business photos, products, and professional imagery

Visual Specifications

Define the style, dimensions, and visual preferences for your image.

Image Dimensions *

Visual Style

Minimal & Clean

Professional

Creative & Artistic

Modern & Fresh

Elegant & Premium

Color Scheme (Optional)

Normal Colors Gradient

Hex Color

Pantone/Color Name

Quick Presets

Gradient Direction

Content & Brand Context

Provide content details and brand context for your perfect image.

Image Description *

Brand Context (Optional)

Specific Requirements (Optional)

Reference Materials (Optional)

Drop reference images, brand guidelines, or existing graphics here

PNG, JPG, PDF, DOCX up to 10MB

Chat History

Saved Conversations

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Recordings & Meetings

No recordings available

Recent Activities

Recent activities will appear here

Data Controls

Data Management Controls

Manage your data with comprehensive controls for bookmarks, export options, and privacy settings.

Bookmarked Items

View and manage your saved conversations and important items.

Export History

Download your conversation history and data in various formats.

Clear History

Permanently delete your conversation history. This action cannot be undone.

Privacy Controls

Manage data retention and privacy settings for your conversations.

Automatically delete conversations older than 90 days

Anonymize exported data (remove personal information)

Encrypt exported files

What AI model would you like to use?

Choose the AI specialist that best fits your needs

General

All-purpose assistant

Financial

Financial regulations

Grants and Funding

Grants & finance

Legal

Compliance & policies

Connections

Business networking

Export

International trade

Business Planning

Canvas • Full strategic plans

Policy Generator

Policies • Full contracts

Sales & Marketing

Marketing strategies & campaigns

Image Generation

Create visuals

Don't show this again

🎯 Strategic Business Planning Assistant

Comprehensive business planning with financial data integration, document analysis, and strategic insights.

Planning Depth

Choose the level of strategic analysis

Canvas

Lean Business Model Canvas approach

Quick strategic overview

Full Plan

Comprehensive strategic business plan

Complete analysis

Planning Context

Planning for my own business

Planning for a client's business

Company/Client Name

Business Stage

Industry

Business Information & Data

Website Analysis

We'll analyze the website for business model, services, and market positioning

Website analysis complete

Document Upload

Upload existing business plan, strategy documents, or reports

Supports PDF, DOC, DOCX, XLS, XLSX

Financial Data Integration

Xero Not Connected

Import financial data to enhance strategic planning accuracy

Current Situation & Strategic Goals

Current Business Situation

Annual Revenue (optional)

Team Size

Primary Location

Target Market

Strategic Planning Focus

Growth Strategy

Market Expansion

Funding & Investment

Operational Efficiency

Competitive Strategy

Innovation & Technology

Export & International

Digital Transformation

Specific Strategic Goals

⚖️ Policy Generator Assistant

Generate legal documents, policies, and contracts with jurisdiction-aware compliance and AI-powered customization.

Generation Mode

Choose the document complexity level

Policy

Standard policies and procedures

Quick legal documents

Full Contract

Comprehensive legal agreements

Complete documentation

Document Type & Jurisdiction

Document Type

Jurisdiction

Organization Information

Organization Name

Organization Type

Organization Size

Industry

Requirements & Compliance

Document Purpose

Specific Requirements

Compliance Considerations

GDPR Compliance Privacy Act Employment Law Health & Safety Commercial Law Intellectual Property

Additional Context

1 Document Type

2 Organization

3 Requirements

AI Assistant

Processing your request...

Analyzing your question

AI processing

Generating insights

Finalizing response

Quick Mode

0% Estimated time: 2-5 seconds

💡 Tip: Use Research Mode for more comprehensive analysis and citations!

Quick Actions

Resources

What can I help with?

Import Xero Financial Data

Comprehensive Financial Data Extraction

Manual Data Entry

Import Xero Financial Data

Canvas

Full Plan

Policy

Full Contract