The AI Builder is like integrated Claude Code that operates on your data. You can use it to create any dynamic report or tool you need for your specific workflows.
Mini-apps don't use AI at runtime—AI is used only at build time. This means:
The AI Builder is built on top of our TxScript library, which the AI is trained to master. Under the hood, this is just JavaScript code that you can:
Create dynamic reports tailored to your specific needs. Generate visualizations and summaries of your financial data.
Build custom tools that fit your team's specific workflows. Create stripped-down interfaces optimized for specific tasks.
Combine AI Builder with Scheduled Tasks to automate complex workflows and processes.
Access the AI Builder from the main navigation menu to start building your first mini-app.
Mini-apps can be pinned to your quick-access menu for easy access.