# Getting Started with Junovy Money

Once the Junovy Money connector is installed and you've signed in, you can start managing your finances through your AI assistant.

### Your first conversation

Try asking your AI assistant something simple to confirm everything is working:

> "Give me a financial overview"

The assistant will call the Junovy Money tools and return a summary of your account balances, recent activity, and key figures. If you see real data from your Junovy Money account, you're all set.

### What you can ask

The Junovy Money connector gives your AI assistant access to 23+ tools. You don't need to know the tool names; just ask in plain language. Here are some good starting points:

- **"What's my current balance?"** ; quick snapshot of your financial position
- **"Show my expenses from last week"** ; filter transactions by date
- **"Who are my top customers by revenue?"** ; look up customer data
- **"How much did I spend on office supplies this month?"** ; filter by category

### How it works behind the scenes

When you ask a question, your AI assistant picks the right Junovy Money tool, calls it with the appropriate filters, and formats the result for you. For example, asking "What did I spend last month?" triggers the transaction listing tool with a date filter and an expense type filter.

You can be as specific or as vague as you like. The assistant will ask follow-up questions if it needs more detail.

### Tips

- Be specific with dates when you can. "Last month" works, but "January 2026" is clearer.
- You can chain requests: "Show my unpaid invoices, then summarise how much is overdue."
- The connector works with whatever currency your Junovy Money account uses.

### Next steps

- Record transactions and manage invoices: [Transactions & Invoices](transactions-and-invoices)
- Work with budgets and reports: [Budgets & Reports](budgets-and-reports)