Set up Conversational Finance

Setting up Conversational Finance consists of the following steps:

1. Prepare your data

   Prepare your data for ingestion into Conversational Finance, then send the schema to your Professional Services or client IT contact to finish preparations to interface your data to hila.

2. Install hila

   Install hila for your cloud provider.

3. Configure Conversational Finance

   Configure LLMs with your API token, configure data ingestion, and run the CF notebook to install Conversational Finance on hila.