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Ask Cherry

Ask the finance question. Get the next step you can review.

Ask Cherry helps turn invoices, purchases, VAT, payroll, payments and business finance records into clearer answers and reviewable actions — without bypassing your permissions or approval controls.

✓ Permission-aware ✓ Review before higher-risk actions ✓ Uses company context only when authorised
Ask Cherry finance briefing 1 of 6
You asked

What needs my attention this week?

Reading invoices, authorised finance records and upcoming commitments

Three overdue invoices are the quickest place to start if you want to protect next month's cash position.

Overdue£8,420
Cash runway74 days
Due this week£3,260
Suggested next step Review the 3 highest-value overdue invoices

Illustrative example. The records Ask Cherry can use depend on the signed-in user's permissions, company setup and enabled product features.

01 Understand

Ask about finance activity in plain English instead of hunting across screens.

02 Prepare

Ask Cherry can gather details and prepare workflows such as invoices, quotes and expenses.

03 Review

Important actions remain visible and reviewable instead of happening silently.

04 Act

Move into the relevant CherryMoney workflow once you are ready to continue.

What Ask Cherry can do now

One conversation across the finance work you already manage.

Ask Cherry routes questions into permission-aware capabilities rather than treating every request as generic chat.

Invoices & quotes

Check what is unpaid, then prepare the next customer document.

Ask about invoice status or overdue balances, or provide the details needed to prepare a new invoice or quotation for review.

Purchases & expenses

Review supplier activity and prepare cleaner expense records.

Ask Cherry can help prepare expenses, review purchase activity and direct you into evidence-review workflows when records need attention.

VAT

Explain the numbers before you move toward submission.

Ask for a VAT explanation or prepare a VAT preview. Submission remains a controlled workflow with required information and confirmation.

Payroll

Ask payroll questions and move into a guided pay-run workflow.

Payroll access follows your permissions and enabled plan features. Ask Cherry can answer permitted payroll questions and prepare the next step.

Payments

Check payment status and prepare collection or supplier-payment steps.

Payment and remittance workflows are gated by the relevant CherryMoney services and require review or explicit confirmation where appropriate.

Business snapshot

Bring several finance signals together in one answer.

Where authorised, Ask Cherry can combine permitted finance domains to explain what is changing across the business rather than answering from one screen alone.

AI with control built in

Ask Cherry is designed to help you decide — not quietly decide for you.

The assistant separates read-only questions, preparation workflows and higher-risk actions. Permissions and availability checks are applied before private finance context is used.

Permission-aware context

Ask Cherry only uses company finance domains the signed-in user is authorised to access. If authorised private context is unavailable, the conversation falls back to generic guidance.

Reviewable preparation

Creating an invoice, quote or expense starts as a prepared workflow with the required details collected before you continue.

Explicit confirmation for higher-risk actions

Payment and other execution-sensitive workflows are not treated like ordinary chat. They use confirmation and availability gates before progressing.

Open Banking stays separately gated

Banking context is only available when the paid-plan entitlement and production Open Banking access are both enabled. Free plans do not unlock provider-cost bank feeds.

Try asking

Start with the question you would normally open three screens to answer.

Invoices

“Which invoices are still outstanding?”

VAT

“Explain what is driving my VAT position.”

Purchases

“Which supplier transactions need review?”

Payroll

“What should I check before the next pay run?”

Payments

“What is the status of this payment?”

Business

“What needs my attention this week?”

Clear boundaries

What Ask Cherry does not pretend to do.

No permission bypass. A user cannot use Ask Cherry to access finance records they are not permitted to see.

No silent high-risk execution. Sensitive workflows use review or explicit confirmation rather than being triggered invisibly by a chat message.

No automatic Open Banking access. Banking remains subject to the separate paid entitlement and production access switch.

No replacement for professional judgement. Ask Cherry helps explain records and prepare workflows; accounting, tax and regulatory decisions still need appropriate review.

Ask Cherry FAQ

A few things to know before you start.

Does Ask Cherry use my company finance data?

Only when you are signed in, the company is active, the question needs private context and your user permissions allow the relevant finance domains. Otherwise Ask Cherry uses generic mode.

Can Ask Cherry create things for me?

It can prepare supported workflows such as invoices, quotes and expenses after collecting the required details. You are then taken through a reviewable CherryMoney workflow.

Can Ask Cherry submit VAT or make a payment automatically?

Those are controlled actions. VAT submission and payment-sensitive workflows use availability checks and confirmation rather than being silently executed from chat.

Is Open Banking included?

Not automatically. Live bank-feed access is a separate paid entitlement and also depends on the production Open Banking access switch being enabled.

Which plans include Ask Cherry?

Availability can depend on the current CherryMoney plan, user permissions and enabled features. Check the live pricing page for the plan configuration currently published from Admin.

Can I use Ask Cherry without signing in?

The public site can explain what Ask Cherry does, but personalised company answers require a valid signed-in CherryMoney user with appropriate permissions.

Ask less of your admin

Bring the question to Ask Cherry, then keep the decision in your hands.