This video demonstrates how TreeBeam's AI integration enables accounting teams to interact with trial balances and financial statements using natural language.

Instead of building complex queries, creating pivot tables, or manually exporting data, users can simply ask questions in plain English and instantly retrieve reports, drill into account details, perform variance analysis, and even generate Excel-based investigation workpapers.

Powered by MCP servers and TreeBeam's structured financial data model, AI can accurately understand account relationships, entity mappings, consolidations, and financial statement groupings—allowing accountants to move from data gathering to analysis faster than ever before.

See how natural language and TreeBeam can transform the month-end close process.