Hey, I’m Gloria, ask me anything below!
Introducing Ask Gloria AI for Accountants
Your Company Knowledge, Instantly Accessible.
Connect your files, systems, and data to give your team instant answers - no matter the industry. Save 5 hours per week searching and accessing information.
Stop Searching, Start Doing.
Watch Online Demo
Instant Access to Your Business Data
What Ask Gloria AI can do for your business
Ask Gloria AI connects to your company’s systems and gives you instant answers to any question. Instead of searching across files, sytems, applications and platforms, your team can simply ask and get what they need immediately. Ask Gloria AI provides instant answers, performance insights, and analytics from every system in seconds.
One secure, read-only AI workspace for your entire business and every client you manage
Ask Gloria connects to your systems, files, and datagiving your team instant access to the information they need.From documents and databases to CRMs and internal tools, everything is accessible through a single, secure interface. No switching between systems. No digging through folders. No wasted time.
Ask Gloria is strictly read-only. It never edits, posts, or changes your business data.
All your data. One intelligent interface.
Ask Gloria securely connects across your business systems and centralises your data with strict permission-based access so teams only see what they’re authorised to see. Because it’s read-only, your business stays fully in control while your data remains instantly accessible.
Find answers instantly across your business
From performance metrics to operational data, Ask Gloria analyses information across your connected systems - delivering clear answers and actionable insights in seconds.No exporting spreadsheets. No logging in and out. Just answers when you need them.
What is Ask Gloria?
A digital team member that never stops working
Ask Gloria works 24/7 across your business - retrieving data, generating summaries, providing custom reporting and analysing information instantly so your business can use the data available efficiently and effectively. Whether preparing for meetings, responding to queries, or reviewing performance, your team gets answers in seconds - not hours.
Reclaim hours across your team, every week
Switching between systems, exporting data, and searching for information adds up quickly per team member . Ask Gloria removes manual searching and system-hopping, giving your team back valuable time.
Reduce operational friction across your business
Faster access to information means fewer interruptions, quicker responses, and less dependency on senior team members for simple data retrieval. The result: higher productivity across your entire organisation.
What's different about Gloria?
Prefer to explore yourself? Start your 7-day free trial.
How Ask Gloria helps
Centralised business intelligence. Instant answers across your dat
Your team isn’t slow - your systems and data are fragmented.
Business Portfolio Overview
Too many logins. Not enough visibility.
Businesses operating across multiple systems waste valuable time switching between platforms, exporting data, producing reports and searching for information. Ask Gloria removes this friction - giving you instant visibility across your data.
Document & Data Access
Deadlines don’t wait.
Important documents are often buried across folders and systems, making them slow to find when you need them most. Teams waste time searching through SharePoint libraries, navigating complex folder structures, or asking colleagues where files are stored.
Ask Gloria gives you instant access to your SharePoint documents and business data so you can quickly find what you need, when you need it. Whether it’s locating an insurance document, retrieving a customer contract, pulling the latest cashflow forecast, or finding internal reports, everything is accessible in seconds from anywhere through a single, secure interface.
Ask Gloria gives you instant access to your SharePoint documents and business data so you can quickly find what you need, when you need it. Whether it’s locating an insurance document, retrieving a customer contract, pulling the latest cashflow forecast, or finding internal reports, everything is accessible in seconds from anywhere through a single, secure interface.
Sales & Pipeline Insights in One Place
Senior staff shouldn’t be data retrieval tools.
Sales and marketing data is often spread across systems, making it difficult for teams to get clear answers quickly.
Ask Gloria gives your team instant access to pipeline performance, deal progress, and customer insights without relying on senior staff to pull reports or answer questions.
Ask Gloria gives your team instant access to pipeline performance, deal progress, and customer insights without relying on senior staff to pull reports or answer questions.
Prepare for Project Meetings in Seconds
Preparation in seconds, not hours.
Preparing for client meetings shouldn’t require digging through task boards, chasing updates, or switching between tools.
Ask Gloria connects to your project management systems like Asana giving you instant visibility across tasks, progress, risks, and upcoming milestones.
Whether you’re reviewing project status, identifying blockers, or preparing key talking points, everything you need is available in seconds.
Ask Gloria connects to your project management systems like Asana giving you instant visibility across tasks, progress, risks, and upcoming milestones.
Whether you’re reviewing project status, identifying blockers, or preparing key talking points, everything you need is available in seconds.
Ask Gloria turns fragmented systems into one secure, intelligent workspace giving your team instant answers across your business.
Ask anything about your data across every system
Ask anything about your financial data across every system within your business
Use Case: Accounting & Finance
Built for accounting firms managing data across multiple clients
Ask Gloria connects securely to Xero, QuickBooks and other systems giving your firm instant, read-only access to financial data, insights, and multi-client reporting in one place.
Understands financial data across every client
Ask Gloria retrieves revenue, gross margin, AR ageing, cashflow trends and P&L summaries across all connected Xero and QuickBooks tenants — instantly and securely.
Finance
Multi-tenant visibility without switching accounts
Stop logging in and out of multiple client accounting platforms. Ask Gloria centralises your firm’s authorised financial data into one secure interface — with strict permission-based access controls
Built for audit, compliance and reporting
Instantly retrieve trial balances, VAT deadlines, management accounts and financial summaries without exporting spreadsheets or searching through folders.
Ask Gloria is strictly read-only - your client ledgers remain untouched.
Seamlessly connects to your accounting stack
Integrate your business information and make everything accessible in seconds.
View Accounting Integrations
Firm-Level Access Control
Ensure partners, managers and junior accountants only see the clients and financial data they are authorised to access.
Ask Gloria uses strict role-based access control (RBAC) aligned to your existing permissions - across every connected Xero and QuickBooks tenant.
Read-only access. No financial data is modified.
Instant Insights
Reports & Insights
Getting Started
Get started in minutes
Bring all your client financial data into one secure, read-only AI workspace
Integrations
Built for your business. Proven with accounting firms.
Ask Gloria connects directly to Xero and QuickBooks centralising multi-client financial data into one secure, read-only workspace. Ask Gloria also integrates with the rest of your tools, including SharePoint, CRMs and document systems, so your data is connected and accessible across your entire business.
Pricing
Run your firm with instant access to every client’s data
If you’re switching between Xero, QuickBooks and other tools to answer simple questions, it’s costing you time. Ask Gloria connects everything into one place delivering instant data, summaries and reports across every client.
Pro
Best for mid-sized accounting firms managing multiple client portfolios
£88.88 / $119.99 / AED 499
/mo
- Live financial reporting
- Flexible performance tracking
- All your business data, one place
- Instant visual insights
- Multi-tenant access
- Access anywhere
- API access (if relevant)
FAQs
Have questions?
We've probably got it covered below
Is Ask Gloria read-only?
Yes. Ask Gloria is strictly read-only. It never edits, posts, or modifies financial data in Xero, QuickBooks, or any connected system. It only retrieves and analyses authorised data securely.
What can Ask Gloria connect to?
Ask Gloria connects directly to Xero and QuickBooks, supporting multi-tenant access for accounting firms managing multiple clients.
It can also connect to supporting systems such as SharePoint and Excel if used within your practice.
All connections are secure and permission-controlled.
How long does setup take?
Most firms connect their first client accounts within minutes.
Once authorised, Ask Gloria begins indexing permitted financial data immediately.
No changes are made to your client ledgers.
Is our client data secure?
Yes. All connections are encrypted and aligned with enterprise-grade security standards. Ask Gloria respects existing user permissions and role-based access controls.
We do not use your firm’s financial data to train public AI models.
How is pricing structured?
Pricing is per user, per month.
Plans are designed specifically for accounting firms and scale as your team grows.
You can start with a 7-day full-access trial or book a personalised demo.
How do we get started?
Book a demo with our team to see Ask Gloria applied to your firm’s workflow, or start a 7-day trial and connect your client accounts securely.
We’ll guide you through setup and onboarding.
