Accounting & Finance AI Assistant
An accounting assistant grounded in your invoices, tax notes, budgets and statutory reporting documents.
TL;DR
KobiGPT gives accounting & finance teams a secure, document-grounded AI assistant that answers from your company files—not the public web. Typical SMEs deploy in days with templates tuned for finance.
Quick facts
- Deployment
- Cloud SaaS or self-hosted options for regulated teams
- Data source
- Uploaded documents scoped per assistant
- Model
- Gemini with retrieval-augmented generation (RAG)
- Languages
- Turkish and English UI and answers
Why teams choose KobiGPT
- Reduce repetitive accounting & finance questions with cited answers from internal docs.
- Multi-tenant isolation keeps each company’s vectors and metadata separate.
- Role-based access aligns assistants with admin, manager, and viewer permissions.
- Kobi Kredi metering makes AI usage predictable for finance teams.
Product facts
- Ücretsiz plan
- 100 doküman · 2 departman · 120 Kobi/ay(PLAN_CONFIG)
- Starter
- 1000 doküman · 5 departman · 1000 Kobi/ay(PLAN_CONFIG)
- Pro
- 12500 doküman · 25 departman · 12500 Kobi/ay(PLAN_CONFIG)
- Paraşüt (MCP)
- 20 araç · self_hosted(parasut_mcp)
- Logo ERP
- coming_soon(logo_erp)
- Mikro Jump
- coming_soon(mikro_jump)
- VAT (KDV)
- Covered by the template system prompt.
- Income tax
- Filing and withholding questions answered from documents.
- Corporate tax
- Period-end and tax base topics are in scope.
What the accounting assistant covers
The Accounting & Finance template is configured around Türkiye tax concepts — VAT, income tax and corporate tax — because that is where most of our SME customers operate. It answers from the legislation summaries, accounting policy and historical practice notes you upload. Invoicing rules, financial statement line items and period-end procedures are its typical use.
The assistant repeats the practice your team has documented, not general internet knowledge. That reduces the inconsistency you get when different bookkeepers answer the same question differently.
Live data through the Paraşüt connector
Beyond document-grounded answers, the accounting assistant can reach live pre-accounting data through the Paraşüt connector. The connector exposes read-only tools: contact search, balance lookup, sales and purchase invoice listing, product and account listing.
Write operations — creating invoices, recording payments, deleting records — sit in a separate class and require explicit confirmation on every call. That split exists so an assistant cannot silently mutate financial records.
Limits and responsibility
The assistant does not replace a licensed accountant. For filings, tax planning and official submissions, treat the output as a draft to be verified by a qualified professional.
Legislation changes often. An answer is only as current as the legislation document you uploaded; if the latest circular is not in the corpus, the assistant will describe the older treatment.
FAQ
Can Accounting & Finance use KobiGPT without IT building custom models?
Yes. Templates include system prompts and onboarding flows; you upload documents and invite users.
Is customer data used to train public models?
No. Retrieval uses your indexed documents in isolated collections per company.
Does it replace our ERP or CRM?
No. It complements existing tools by answering questions about your uploaded knowledge base.
Can we limit which documents the assistant sees?
Yes. Folder and assistant scoping controls which files are embedded and searchable.
Can the assistant modify my Paraşüt data?
Write-capable tools (create invoice, record payment, delete) require explicit confirmation on each call. Without approval the connector is read-only.
Are VAT rates kept up to date?
The assistant answers from the legislation documents you upload. To reflect a new rate, add the relevant circular to your corpus.
Can other departments see accounting documents?
No. Each assistant only sees the folders connected to it; accounting content never appears as a source for the sales or HR assistant.
Comparison
| Feature | KobiGPT | Alternative |
|---|---|---|
| Assistant templates | Built-in | Generic chat |
| Source citations | From your docs | Often none |
| Self-hosted | Available | Varies |
| KVKK / GDPR posture | Designed for TR/EU SMEs | Varies |