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Erwin is the AI finance assistant built directly into Sintropix. Unlike generic AI tools, Erwin is connected to your actual accounting data — your reconciled transactions, posted journal entries, recognized revenue, and integrated bank feeds. You ask a question in plain language; Erwin answers using the numbers that are already in your books.

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What Erwin Can Do

Erwin handles a wide range of finance tasks that would otherwise require pulling reports manually or querying your accountant.
  • Answer questions about your actual financial data — not estimates or benchmarks, but your real posted transactions and balances.
  • Build 13-week cash flow forecasts — projecting forward from your current cash position, scheduled payables, and expected receivables.
  • Explain what caused changes in burn rate — Erwin identifies which accounts or transactions drove a variance and summarizes the root cause.
  • Surface what’s needed to close the current month — Erwin reviews your close checklist and tells you exactly what remains open.
  • Identify anomalies in transactions — unusual amounts, duplicate entries, or vendors that fall outside normal patterns are flagged automatically.
  • Generate journal entry suggestions — Erwin proposes entries for accruals, reclassifications, or corrections based on your chart of accounts and historical patterns.

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Example Prompts

Use the Erwin chat panel (accessible from any page via the Ask Erwin button in the top navigation) to type questions in natural language. Here are some prompts to get you started:
Erwin understands entity names, account names, date ranges, and contract identifiers as you’ve defined them in your Sintropix setup. You don’t need special syntax — just ask in the same way you’d ask a colleague.

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How Erwin Works

Erwin reads from three sources, all within your Sintropix workspace:
  1. Your live general ledger — every posted journal entry across all entities, updated continuously as integrations sync.
  2. Reconciled transaction data — matched bank movements, invoices, payroll records, and expense reports.
  3. Integrated data sources — CRM data from HubSpot or Salesforce (for revenue), payroll data from Buk or Rankmi, and bank data from your connected accounts.
Erwin does not use industry benchmarks, external financial databases, or estimates. Every answer is traceable to a specific transaction, entry, or document inside your Sintropix account.
Erwin’s answers are only as current as your last data sync. Connect all relevant banks, payroll providers, and expense tools to ensure Erwin has a complete picture. You can check integration sync status under Settings → Integrations.
Erwin is a finance assistant, not a licensed accountant or auditor. Always review Erwin’s outputs — especially journal entry suggestions and close recommendations — with your accountant before filing financial statements or statutory reports.

Dashboard

See how Erwin’s insights surface directly on your Financial Snapshot dashboard.

Continuous Close

Learn how Erwin helps you track and complete each item in your month-end close checklist.