Saro AI now answers questions in your team chat

Saro AI can now answer finance questions directly in your team chat. Ask what you spent on cloud infrastructure last quarter, which invoices are overdue or how much runway you have left, and get an answer with sources in seconds, without leaving the conversation.

Why team chat

Most finance questions don’t start in a finance tool. They start in a channel, when a team lead wonders whether there’s budget for a new hire or a founder needs a number for an investor update. Until now, those questions landed in the finance team’s DMs and waited.

What you can ask

• “How much did we spend on Cloudhaus in September compared with August?”

• “Which vendors have we paid more than $10,000 this year?”

• “What’s left in the marketing budget for this quarter?”

• “Show me every card transaction over $1,000 without a receipt.”

Every answer links back to the underlying transactions in Saro, so anyone can check the numbers for themselves.

Permissions that follow your rules

Saro AI only answers with data the person asking is allowed to see. A team lead can ask about their own budget but not about payroll. Admins can restrict which channels the app is active in, and every question is logged.

Getting started

1. Open Settings, then Integrations, and connect your team chat workspace.

2. Choose which channels Saro AI can respond in.

3. Mention @Saro in any of those channels, or send it a direct message.

The chat app is available today for every workspace on the Growth and Scale plans.

How it works under the hood

When you ask a question, Saro AI translates it into a query against your Saro ledger, runs it with your permissions and writes the answer in plain language. It never guesses a number: if the data isn’t there, it says so and suggests where to look.

Answers include a short summary, the figures behind it and a link to open the full view in Saro. If you need to share a result with someone who wasn’t in the thread, the link opens with the same filters applied.

What’s next

Over the coming months we’ll add scheduled questions, so a channel can receive a weekly spend summary every Monday morning, and alerts that post when a budget passes a threshold you choose.