AI Assistant - Midday

Overview

Midday’s AI Assistant is your intelligent financial companion that understands your business data and provides insights, answers questions, and generates visualizations. From revenue analysis to expense tracking, the assistant helps you make data-driven decisions.

Starting a Conversation

Access the Assistant

Open chat

Click the chat icon in the sidebar or navigate to the home page.

Ask a question

Type your question in natural language - no special syntax required.

Get insights

The assistant analyzes your data and provides answers with visualizations.

Example Queries

Ask the assistant anything about your business:

const exampleQueries = [
  // Revenue & Income
  "What was my revenue last month?",
  "Show me revenue trends for Q1",
  "Compare revenue this year vs last year",
  
  // Expenses
  "What are my biggest expenses?",
  "Show me spending by category",
  "How much did I spend on marketing?",
  
  // Transactions
  "Find all transactions over $1000",
  "Show uncategorized transactions",
  "What did I spend at Acme Corp?",
  
  // Invoicing
  "How many unpaid invoices do I have?",
  "What's my average time to payment?",
  "Show me overdue invoices",
  
  // Time & Productivity
  "How many hours did I track this week?",
  "Show me time by project",
  "What's my most profitable project?",
  
  // General
  "Give me a business overview",
  "Show me my burn rate",
  "What's my profit margin?"
]

The assistant understands natural language, so you can ask questions conversationally. No need to use specific commands or syntax.

Chat Interface

Conversation Flow

The chat interface adapts to your needs:

Text Responses
Data Visualizations
Tables

// Simple text answers for quick questions
const textResponse = {
  type: "text",
  content: "Your revenue last month was $42,500, up 15% from the previous month.",
  context: {
    period: "2026-02",
    currency: "USD"
  }
}

// Charts and graphs for data-heavy queries
const chartResponse = {
  type: "artifact",
  artifactType: "chart",
  data: {/* Chart data */},
  config: {
    type: "line",
    title: "Revenue Trend",
    period: "6mo"
  }
}

// Structured data in table format
const tableResponse = {
  type: "artifact",
  artifactType: "table",
  data: {/* Table data */},
  sortable: true,
  filterable: true
}

Canvas (Artifacts)

When the assistant generates visualizations or detailed data, they appear in the Canvas - a side panel that displays:

Charts: Line, bar, pie, area charts
Tables: Sortable, filterable data tables
Metrics: Key performance indicators
Reports: Detailed breakdowns

Canvas Features

Resize and zoom charts
Export visualizations as images
Download data as CSV
Share artifacts with team
Pin important charts to dashboard

AI Capabilities

Data Analysis

The assistant can analyze:

const analysisCapabilities = {
  transactions: {
    aggregation: ["sum", "average", "count", "min", "max"],
    grouping: ["category", "merchant", "date", "account"],
    timeframes: ["day", "week", "month", "quarter", "year"],
    filtering: ["amount", "date", "category", "status"]
  },
  
  invoices: {
    metrics: ["total", "paid", "unpaid", "overdue"],
    analytics: ["payment_time", "customer_lifetime_value"],
    forecasting: ["revenue_projection", "cash_flow"]
  },
  
  timeTracking: {
    calculations: ["total_hours", "billable_hours", "hourly_rate"],
    breakdown: ["by_project", "by_date", "by_team_member"],
    profitability: ["project_margin", "utilization_rate"]
  }
}

Tool Integration

The assistant uses specialized tools to answer your questions: Available Tools:

get_transactions - Fetch and analyze transaction data
get_burn_rate - Calculate monthly burn rate
get_revenue - Analyze revenue and income
get_expenses - Break down expense data
get_profit - Calculate profit and margins
get_invoices - Access invoice data
get_time_entries - Retrieve time tracking data
search_documents - Find documents in Vault

The assistant automatically selects the right tools based on your question. You don’t need to specify which tool to use.

Context Awareness

The assistant understands context from:

const contextSources = {
  // Dashboard filters (automatic)
  metricsFilter: {
    period: "30d",
    from: "2026-02-01",
    to: "2026-02-28",
    currency: "USD",
    revenueType: "all"
  },
  
  // User preferences
  userContext: {
    timezone: "America/New_York",
    country: "US",
    fiscalYearStart: "01-01"
  },
  
  // Team settings
  teamContext: {
    defaultCurrency: "USD",
    teamSize: 5,
    connectedAccounts: 3
  }
}

The assistant automatically uses your current dashboard filter settings as defaults for queries.

Suggested Prompts

When starting a new chat, the assistant suggests relevant prompts:

Smart suggestions

Prompts are personalized based on:

Recent activity
Pending tasks
Unusual patterns in data
Time of month (e.g., end of month = financial close tasks)

Quick start

Click any suggestion to instantly get insights without typing.

Dynamic updates

Suggestions update as you interact with the assistant.

Agent Types

The assistant uses specialized agents for different tasks:

General Agent

Handles most queries:

Financial analysis
Data exploration
Report generation
Question answering

Banking Agent

Some features require connected bank accounts. You’ll be prompted to connect accounts if needed.

Specializes in:

Transaction analysis
Bank account reconciliation
Cash flow forecasting
Account comparisons

Chart Types

The assistant generates various visualizations:

Available Charts

const chartTypes = [
  "line",           // Trends over time
  "bar",            // Comparisons
  "area",           // Cumulative trends
  "pie",            // Proportions
  "donut",          // Proportions with center space
  "radar",          // Multi-dimensional data
  "scatter",        // Correlations
  "heatmap",        // Intensity maps
  "funnel",         // Conversion flows
  "waterfall",      // Sequential changes
  "treemap",        // Hierarchical data
  "gauge",          // Single metrics
  "metric_card"     // KPI cards
]

The assistant automatically selects the best chart type for your question.

Exporting Insights

Export Chart

Open canvas

Charts and visualizations appear in the canvas panel on the right.

Export options

Click the export button to choose format:

PNG image
SVG vector
CSV data
JSON data

Download

File downloads immediately with descriptive filename.

Share insights with team members:

Copy shareable link to conversation
Export and send chart images
Invite team members to chat (coming soon)

Conversation History

Saving Chats

All conversations are automatically saved:

const chatHistory = {
  autoSave: true,              // Saves as you type
  persistence: "permanent",    // Never expires
  searchable: true,           // Find old conversations
  shareable: true             // Share with team
}

Finding Past Chats

Access previous conversations:

Click chat history icon
Browse by date
Search by topic or keywords
Resume any conversation

Each conversation has its own context. Starting a new chat gives you a fresh start without previous conversation history.

Advanced Features

Multi-step Reasoning

The assistant can handle complex, multi-part questions:

const complexQuery = [
  "Compare my revenue from Q1 2026 to Q1 2025",
  "then break it down by category",
  "and show me which categories grew the most"
]
// Assistant handles all three parts sequentially

Follow-up Questions

Ask follow-ups naturally:

You: "Show me my expenses last month"
Assistant: [Shows expense breakdown]

You: "What about the month before?"
Assistant: [Adjusts to previous month]

You: "Compare them side by side"
Assistant: [Shows comparison chart]

Refine results with natural language:

You: "Show transactions over $500"
Assistant: [Shows filtered list]

You: "Only in the Software category"
Assistant: [Further filters]

You: "Exclude subscriptions"
Assistant: [Final refined list]

Privacy & Data Usage

What the Assistant Knows

Assistant Access

The assistant has access to:

✅ Your transactions
✅ Your invoices
✅ Your time entries
✅ Your documents (metadata only)
✅ Your team settings

What the Assistant Doesn’t Know

❌ Other teams’ data
❌ Your password or auth tokens
❌ Personal emails or messages
❌ Data from disconnected accounts

Data Retention

const privacy = {
  conversationStorage: "encrypted",
  dataAnonymization: false,      // Your data stays yours
  thirdPartySharing: false,      // Never shared
  trainingData: false,           // Not used for AI training
  deletion: "immediate"           // Delete chat = delete all data
}

Midday uses AI models from OpenAI (GPT-4) and Anthropic (Claude). Your data is sent to these providers for processing but is not stored or used for training.

Best Practices

Pro Tip: Start with broad questions and narrow down with follow-ups. This helps the assistant understand your goal better.

Be specific with time ranges - “last month” vs “February 2026”
Use currency if ambiguous - “Show revenue in EUR”
Ask for comparisons - “Compare X vs Y” for better insights
Follow up for details - Start broad, then drill down
Save useful charts - Export and document important insights
Review suggested prompts - They’re personalized to your data

Keyboard Shortcuts

Cmd/Ctrl + K - Open chat from anywhere
Cmd/Ctrl + Enter - Send message
↑ - Edit last message
Esc - Close chat
Cmd/Ctrl + N - New conversation

Troubleshooting

Assistant not responding?

Check your internet connection
Refresh the page
Try a simpler question first
Check if any bank accounts are disconnected

Wrong results?

Be more specific with your question
Check the time period mentioned
Verify data is synced (recent transactions may take time)
Ask a follow-up to clarify

Canvas not showing?

Some questions only return text answers
Try asking for a “chart” or “breakdown”
Click artifact type selector if multiple options

Tool errors?

“Bank account required” = Connect bank accounts first
“No data found” = Check date range or filters
“Rate limit” = Wait a moment and try again

Examples by Use Case

Monthly Close

"Give me a financial overview for February 2026"
"Show me all uncategorized transactions"
"What's my profit margin this month?"
"Compare revenue to last month"

Tax Preparation

"Show all deductible expenses for 2025"
"Break down expenses by tax category"
"Find all receipts from Q4"
"What was my total income last year?"

Client Billing

"How many hours did I track for Acme Corp?"
"Show unpaid invoices for February"
"What's my average invoice amount?"
"Compare billable vs non-billable hours"

Business Planning

"What's my burn rate?"
"Show revenue trend for the last 6 months"
"Which projects are most profitable?"
"Forecast revenue for next quarter"

Get Started

Core Features

Integrations

Development

​Overview

​Starting a Conversation

​Access the Assistant

​Example Queries

​Chat Interface

​Conversation Flow

​Canvas (Artifacts)

Canvas Features

​AI Capabilities

​Data Analysis

​Tool Integration

​Context Awareness

​Suggested Prompts

​Agent Types

​General Agent

​Banking Agent

​Chart Types

​Available Charts

​Exporting Insights

​Export Chart

​Share Insights

​Conversation History

​Saving Chats

​Finding Past Chats

​Advanced Features

​Multi-step Reasoning

​Follow-up Questions

​Filters and Refinements

​Privacy & Data Usage

​What the Assistant Knows

Assistant Access

​What the Assistant Doesn’t Know

​Data Retention

​Best Practices

​Keyboard Shortcuts

​Troubleshooting

​Examples by Use Case

​Monthly Close

​Tax Preparation

​Client Billing

​Business Planning

Build docs developers (and LLMs) love

Overview

Starting a Conversation

Access the Assistant

Example Queries

Chat Interface

Conversation Flow

Canvas (Artifacts)

AI Capabilities

Data Analysis

Tool Integration

Context Awareness

Suggested Prompts

Agent Types

General Agent

Banking Agent

Chart Types

Available Charts

Exporting Insights

Export Chart

Share Insights

Conversation History

Saving Chats

Finding Past Chats

Advanced Features

Multi-step Reasoning

Follow-up Questions

Filters and Refinements

Privacy & Data Usage

What the Assistant Knows

What the Assistant Doesn’t Know

Data Retention

Best Practices

Keyboard Shortcuts

Troubleshooting

Examples by Use Case

Monthly Close

Tax Preparation

Client Billing

Business Planning