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Finlay helps you move from a business question to a useful next step without navigating every screen yourself. It works with the Layest information you are allowed to access and keeps consequential decisions in your hands.

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What Finlay can help with

Explore workspace data

Ask about projects, investments, documents, and other structured records. Finlay can present matching data in a readable table.

Start supported agent work

Attach relevant files and ask Finlay to begin a supported import or reporting workflow.

Prepare dashboards

Describe the decision you want to support. Finlay can draft and validate a private dashboard for your review.

Shape the next step

Turn a broad question into a clearer report, data view, or agent task through conversation.

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Start a conversation

1

Open Finlay

Select the Finlay assistant from Layest.
2

Describe the outcome

Explain what you want to understand or prepare. Include the relevant company, project, period, or data collection.
3

Add context

Attach Layest files or folders when the answer depends on their contents.
4

Review the result

Check names, figures, filters, and assumptions. Refine the request until the result supports your decision.
Finlay follows your workspace permissions. It cannot use records or files that your account is not allowed to access.

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Good requests are concrete

Try requests such as:
  • “Show active investments in the Vienna portfolio and group them by company.”
  • “Prepare a quarterly report from these board documents.”
  • “Which records are missing a next payment date?”
  • “Draft a dashboard for management to track investment progress.”
Finlay can prepare work and start supported workflows. Publishing, approval, payment authorization, and other important decisions remain deliberate user actions.

Learn how to write useful requests

See practical prompt patterns and examples for everyday work.