AI for Finance

The scope boundary in finance is as firm as in healthcare. KobiGPT does not give investment advice, produce portfolio recommendations, or carry out regulated financial advisory activity. Those activities fall under capital-markets regulation and require separate authorisation. KobiGPT's position is making your own policy and procedure documents searchable.

What remains in scope is still broad: internal control procedures, spending and approval limits, compliance policies, reporting calendars, audit preparation documents. Finance teams ask about this material daily, and it is usually written down in a policy file.

Turkey's Law No. 5549 on the Prevention of Laundering Proceeds of Crime imposes know-your-customer, suspicious transaction reporting, and record retention duties on obliged entities. Operationally those duties become internal procedures that staff must apply correctly. The assistant answers "does this transaction cross the threshold, what does the procedure say" from your own policy document, with a citation.

Likewise, disclosure, retention, and destruction obligations under Law No. 6698 (KVKK) generate documents. The assistant relays them, but does not assess whether a transaction complies with legislation. The compliance decision stays with the authorised person.

Document knowledge alone is often not enough for finance teams; live accounting data is needed. KobiGPT's Paraşüt connector reaches contact balances, sales invoices, payments, and product records through tool calls. Read-only tools run directly; write operations such as creating an invoice or deleting a record require individual confirmation on every call.

That confirmation mechanism matters most in finance. An assistant issuing an invoice or deleting a contact record on its own is prevented by design; the user approves each write separately. Tool calls are metered in Kobi Kredi, keeping external service cost predictable.