# How do I ask questions about my client's finances?

> Ask Daystrom plain-English questions about your client's money. It reads your real, processed data, shows charts and tables, and exports to a spreadsheet.

With your statements processed and your flags cleared, you can start asking questions. CounselPro gives you three ways to get answers out of a project: Daystrom, the pre-built insights, and the AI Forensic Analysis report.

## Ask Daystrom

Daystrom is a panel you can open from the side of any project screen. Ask it plain-English questions about the client's money, the way you would ask a forensic accountant on your team:

- "How much did they spend at casinos last year?"
- "Show me every wire over 10,000 dollars."
- "Chart their monthly income for 2024."

It answers from your real, processed data, not a guess. It can drop transactions and tables right into the chat, draw a chart, build a flow-of-funds diagram, and export what it found to a spreadsheet. Because it works from the statements you uploaded, it links its answers back to the source instead of inventing numbers.

> _Screen: Ask a plain-English question and Daystrom answers from your real, processed data, dropping a table or chart right into the chat with links back to the source page._

> **Note:** Daystrom works in money that moved: deposits, spending, transfers, and totals over time. It can tell you what a statement printed as a balance, but it does not track a live running balance across accounts.

## Use the pre-built insights

The **Insights** tab has ready-made views you do not have to ask for: income over time, spending by category and merchant, duplicates, and unusual transactions. Start here when you want the common patterns without typing a question. See [statement coverage](https://www.counselpro.ai/docs/find-missing-statements), which lives in the same tab.

## Generate the AI Forensic Analysis report

The **AI Analysis** tab writes a long-form summary of the project: income, transactions, spending patterns, and related parties. It is a solid first draft of the financial story when you need something to build a filing around.

That is the full loop, from an empty project to answers you can stand behind. If you skipped ahead, go back to the start of the [getting started guide](https://www.counselpro.ai/docs/getting-started-with-counselpro).

Source: https://www.counselpro.ai/docs/ask-questions-about-your-clients-finances