Meet Charlie.
Your new Ai Business Partner.
Sits between Google and Your Accountant
Running a small business isn’t easy, and most owners carry the thinking alone. Ask Charlie provides structured, data-informed idea generation and a reliable sounding board — helping you move from uncertainty to clarity.
Dashboard
A real-time snapshot of your business performance — bringing together your financial data, goals and key metrics in one clear view.
Insights
Routinely generates tailored revenue, cost and strategic ideas based on your Xero data, industry and objectives.
Chat
Ask questions and receive context-aware answers grounded in your numbers, website and business goals.
Notifications
Proactive alerts when trends shift, opportunities emerge, or performance moves away from plan.
Join the waitlist - 100% Free for 3 months
Simply enter your email below to reserve your spot and to receive free access for 3 months.
Connected Ai Adviser
Connect Xero, add your goals, and get AI-powered revenue and cost insights tailored to your business.
Insights & Ideas
Context-aware industry-specific business advice and ideas using your financial data, website and strategic objectives.
Business Analyst
Ask questions, analyse your numbers, and receive routine ideas to improve profit and cash flow.
Perfect Integration
Integrated to Xero and the latest models by Anthropic Claude and Google Gemini. Its a match made in heaven.
FAQs
Does Ask Charlie replace my accountant?
No. Ask Charlie is designed to complement your accountant — not replace them. It helps you think through ideas, explore opportunities and analyse trends between formal advice. For tax, compliance or complex structuring matters, you should always confirm details with your accountant.
How does Ask Charlie use my Xero data?
When connected to Xero, Ask Charlie uses your financial data to provide context-aware insights around revenue, expenses and cash flow. The integration is read-only and used solely to generate tailored business suggestions.
What kind of questions can I ask?
You can explore profitability improvements, cost reductions, pricing decisions, service mix changes, cash flow strategies and growth ideas. It’s built for everyday commercial thinking — not tax rulings or legal advice.
How are the Insights generated?
Ask Charlie routinely generates at least three ideas across revenue, costs and strategic initiatives. These are shaped by your financial data, website positioning, industry context and your short- and long-term goals.
Is my business data secure?
Your data remains yours. Ask Charlie uses secure connections to access contextual information and does not alter your accounting records. You can disconnect integrations at any time.
How much does Ask Charlie cost?
Ask Charlie costs $35 per month for unlimited usage. One idea that improves margin or reduces waste could pay for the year. Ask Charlie is built to find those opportunities and unlock new ones.
Recent Articles
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Chat Feature Launch
Running a business can be surprisingly lonely. Questions come up every day, but advice
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Insights Feature Launch
Most business owners know their numbers. What’s harder is knowing what to do next. The
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Dashboard Feature Launch
One of the biggest challenges in business is simply knowing where you stand. The
Get In Touch With Us
Who Are We?
We understand what it’s like to run a business. The constant questions. The trade-offs. The pressure to get decisions right. Ask Charlie exists to give business owners a thinking partner — one that understands their numbers, their industry and their goals. Intelligent, commercially grounded and always available. Because running a business shouldn’t feel like thinking alone.