An AI assistant for Xero and HubSpot that shows its working
Ask Alex is the question box in AirCEO. You ask about sales, cash, customers, or your sales team in plain English, and every figure in the answer is calculated by code from your Xero and HubSpot records, with a receipt that shows how.
By Manny Sidhu · Practical guide · Published · Updated
What the AI does, and what code does
An AI model reads your question and works out which supported calculation it asks for. It is instructed never to produce dates, figures, or answer text.
The figures are then calculated by code from your records, for the dates set in the date controls. If a question names its own month or quarter, Ask Alex asks you to set those dates in the controls, so the dates used are always the ones on screen.
Read-only access to your records
AirCEO connects to Xero and HubSpot with read-only permissions. It can read invoices, payments, contacts, deals, and companies, but it cannot create, change, or delete anything in either system.
Payroll and financial reports need extra permission, which is also read-only and is approved separately from the Integrations page.
Questions it answers
From Xero: net invoiced sales, recorded invoice collections and how they changed, revenue by customer, outstanding and overdue invoices, each customer's share of collections, new customers, late payments, and revenue minus the costs linked to each customer. For Australian organisations with payroll permission, it also counts the employees paid in posted pay runs.
From HubSpot: won deal value and closed-deal win rates by sales rep, and how won deals compare with collections in Xero. One question can ask about up to three measures at once.
A receipt for every figure
Every figure in an answer links to a receipt. The receipt shows the source, when the records were read, the exact dates, how many records support the figure, the calculation in words, and the assumptions. Below the receipts, each source record is listed with its Xero or HubSpot identifier, date, and amount.
Before an answer is shown, code checks that every figure links to a receipt and that every record belongs to the set that was read. If a check fails, the answer is withheld and Ask Alex says so.
Earlier periods in a chart
When an answer gives a total of net invoiced sales or recorded invoice collections, a chart shows it beside the same measure for the three earlier periods of the same length. Each earlier bar is calculated by code and has its own receipt, and missing records are shown as No data, never as zero.
What it will not do
Ask Alex does not give advice or recommendations, and it does not make decisions about employees. It presents the figures and leaves the judgement to you.
When a measure is not supported, or the records cannot back a figure, it says so and gives the reason instead of estimating.