Docs · Intelligence
Flags from your books, with next steps
Financial intelligence surfaces concrete signals from your budgets and transactions (overruns, spikes, unusual charges), explains what changed, and points to reviewable next steps.
IntelligenceHow it works
- Open Financial intelligence on the dashboard or Attention on the command center.
- Review flagged overruns and spikes tied to your categories and posted activity.
- Context comes from your budgets, categories, and recent transactions.
- Choose a next step - review transactions, adjust a budget, or dismiss - not generic advice.
Key capabilities
- Category budget overrun flags with spent vs limit
- Week-over-week spending spike detection
- Unusual charges vs your own recent average
- Natural-language Q&A over workspace data when you need it
- Weekly and monthly spend summaries on demand
- Privacy-first: answers scoped to your tenant only
Example questions
- “What were my top three expense categories last month?”
- “Which budgets am I closest to exceeding?”
- “Compare Q1 spend to Q2 so far.”
- “Summarize receipts uploaded this week.”