How to use Found Assistant

Found Assistant is your AI-powered business assistant, built right into your Found account. 

More than just a chatbot, it can help you complete tasks, answer questions, and get quick support 24/7—so you can spend less time on your finances and more time running your business.

To get started with Found Assistant, just tap How can we help? at the top of the Banking screen in your Found app or on desktop.

Here are some of the top ways to use Found Assistant, along with sample prompts:

Delegate manual tasks

Let Found Assistant handle time-consuming tasks like uploading receipts, moving money between Pockets, or drafting invoices—so you can focus on more strategic work.

A few sample prompts:

• “I have a receipt from Home Depot that I need to upload for expense tracking.”

• “Create an invoice for $1000 to send to Michael Johnson.”

• “Transfer $50 from Primary to Taxes Pocket.”

Learn insights about your business

Ask for personalized insights into your business spending, profitability, or other financial data. Get a clear picture of your finances anytime, so you can make better informed decisions about your business.

A few sample prompts:

• “Summarize my spending on software this year.”

• “How does my profit for August compare to July?”

• “How much money should I expect from unpaid invoices?”

• “What are my top spending categories this year?”

Get instant answers 24/7 

Quickly learn how to do things in Found, such as finding important documents or using our built-in financial tools.

A few sample prompts:

• “How do I set up direct deposit?”

• “How do I track mileage in Found?”

• “Where can I get a voided check?”

• “How can I contact Found support?”

The examples above are just a small sample of what Found Assistant can do—feel free to ask it anything! 

Even if it can’t help yet, we’re always expanding its capabilities, and we use customer feedback to guide what we build next.

Found does not provide legal or tax advice. Found Assistant is designed to share helpful information but may not always be comprehensive. For personalized advice, please consult a qualified professional.