Worthic’s AI is designed to help you ask practical questions about your financial life without manually digging through every page. You can use it to find accounts, transactions, documents, budgets, cash flow information, reports, and other workspace records, then turn that data into a plain-language answer or summary.
It is not a free-form AI with unrestricted access. The assistant works through controlled Worthic tools, so its answers are based on the records available in your workspace and the permissions attached to your user account. Public-facing AI can answer product or help questions only, and does not access private user data.
For financial answers, AI supports review and understanding rather than make decisions. You stay in control of categorisation, reporting, payments, tax treatment, and accounting choices.