Summary
Yes, the AI in Nance uses the latest available data from your connected accounts to answer your questions.
How This Works in Nance
The AI always relies on the most recently synced transaction data to generate responses.
How Data Stays Updated
Nance uses a two-layer automatic refresh system:
- 31 scheduled refreshes
- Run automatically within your selected time windows
- 14 triggered refreshes
- Initiated based on system activity
- Total: 45 refresh opportunities per day
There is no manual refresh—everything updates in the background.
How the AI Uses This Data
- When you ask a question:
- The AI pulls from the latest synced transactions
- It analyzes:
- Recent spending
- Updated balances (if available)
- Latest categorizations
What This Means for You
- Answers reflect your current financial state
- No need to manually update or refresh data
- Insights stay relevant and timely
Important to Know
- If a transaction hasn’t synced yet, it won’t appear in responses
- Sync timing depends on the refresh cycle
- Requires at least one connected bank account
Fresh data in.
Accurate answers out.