Reports & AnalyticsUpdated May 2026
Insights Center
How to use the AI-powered Insights Center for business intelligence.
Access:OwnerAdmin
Overview
The Insights Center uses AI to analyze your operational data and surface meaningful observations, risks, and opportunities. It goes beyond charts — it explains what your data means in plain language.
Insight Types
| Field | Required | Description |
|---|---|---|
Financial Health Score | — | An AI-calculated score (0–100) representing your overall business financial health. |
Risk Alerts | — | Specific risks identified in your data, such as high customer concentration or cash flow warnings. |
Opportunities | — | Potential improvements identified by the AI, such as categories where costs can be reduced. |
Executive Summary | — | A natural language summary of your business performance for the current period. |
Anomaly Alerts | — | Unusual patterns detected in your data. |
Was this article helpful? ·