FAQs

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.

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.

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.

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.

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.

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.