Lili’s Accountant AI* is an on-demand business advisor with in-depth knowledge of each customer’s accounting and banking activity. Along with industry-wide data, Accountant AI offers customers a comprehensive view of their finances, delivering impactful advice tailored for their business’ specific needs.
Smart and Premium customers can ask the Accountant AI questions, using Lili’s Web App, and the Accountant AI will provide answers that can help the customers with their business decisions.
To access the Accountant AI feature:
- Sign in to your Lili account using Lili’s Web App
- In the main menu, scroll down and choose the Accountant AI option
- Once the screen loads, you will be given five suggested questions or you can enter your own question in the field at the bottom
- If you wish to begin a new chat, click on the
symbol
- Recent questions (history) will be shown on the left side of the screen
Note: this feature is not intended for customer service questions or requests .
*Lili AI provided by Lili can be used to assist with your accounting. Lili is not a tax preparer and does not provide tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors regarding your specific situation.
Lili is a financial technology company, not a bank. Banking services are provided by Choice Financial Group, Member FDIC, or Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Choice Financial Group, Member FDIC, or Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. Please see the back of your Card for its issuing bank. The Card may be used everywhere Visa debit cards are accepted. Wire Transfer service provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.