Start your first task
Describe the problem you want to solve and provide the relevant files or connection.
State what you need
Ask in an ordinary conversation, for example “Reconcile October sales receipts and find unpaid amounts” or “Compare profit and cash pressure if we add a warehouse.” Include the company, period or calculation basis when known.
State any output preference: a brief answer, a full report, a model with adjustable inputs, or a file. There is no need to choose a finance module or configure fields first.
Provide the relevant materials
Upload files, select saved materials or ask CaiGeek to connect to a platform. Work can continue when existing information is sufficient; provide specific missing facts when they affect the assessment.
Complete login verification in the private connection panel attached to the conversation. Say so if you only want to provide materials without starting work yet.
Continue in the same conversation
After reading the answer, ask follow-up questions, add conditions or request corrections in the same conversation. Open named reports and models from the reply, or use each file’s reading or download action.
Use the stop action for the current work when you need to halt it. Give an explicit request to continue when you are ready to resume the goal.