Sia is designed to help with two categories of questions: platform usage (via the Support tab) and financial analysis (via the Conversation tab with Sumung Pro). This article explains the scope.
Ask Sia — Support tab showing sample question field
What You Can Do
- Support tab questions: 'How do I reconcile transactions?', 'Where is the Chart of Accounts?', 'How do I invite a client?', 'What does Past Due status mean?'
- Conversation tab questions (Sumung Pro): 'What was my client's cash flow last month?', 'Which clients are most profitable?', 'Forecast next quarter's revenue for Client X.'
- Sia uses Help Center articles for Support answers and financial data from connected client accounts for Conversation answers.
- Sia cannot: access external systems, send emails, make purchases, or change settings on your behalf.
- For unanswered questions, Sia suggests related articles or directs you to human support.
💡 Good to Know: Use the Support tab for how-to questions about Sumung features — it's available on all plans.
💡 Good to Know: Use the Conversation tab for data-driven financial queries — requires Sumung Pro.
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