AI financial insights that flag unpaid invoices, GST gaps and inactive clients
AI financial insights that flag unpaid invoices, GST gaps and inactive clients
SmartInsights reads your sales invoices, purchase invoices and assets and flags what you might miss, from unpaid invoices to missing GST details. Each insight explains the numbers and recommends a next step, while the dashboard's analysis tabs put profit, cash, tax and risk ratios for the year in one place.
Signals from your books, one line each
SmartInsights reads the last twelve months of your sales invoices, purchase invoices and assets, and sums up each signal in a sentence.
- Spot unpaid and overdue invoices before collections slip
- Catch invoices missing GST details or carrying an invalid GSTIN
- See which clients you haven't billed in months
- Alerts are coloured apart from general insights, so urgent items stand out
- Refresh the insights when your books have changed since they were made
Details, a recommendation and the next click
Open an insight to see the figures behind it, what SmartInsights recommends, and buttons that take you straight to the records.
- Details list the numbers behind the signal, such as count, total and largest item
- A recommendation suggests what to tackle first
- Take Actions jumps to View Invoices or View Vendors
- Rate each insight with a thumbs up or down
Insights right where you work
An AI Insights panel sits on your Sales Invoices, Purchase Invoices, Clients, Vendors, Quotes and Assets pages, focused on that list.
- Bills missing GST details show up on Purchase Invoices
- Clients you haven't billed lately show up on Clients
- Page through the insights and open any one for the full view
- A refresh icon appears when the list has changed since the insights were made
- Part of the Pro and Max plans; other plans see a locked preview
Ratios for profit, cash, tax and risk
The dashboard's analysis tabs turn your books into the ratios your CA would work out, always for the current financial year.
- Profitability: gross, operating, EBITDA and net margins, with monthly trends
- Liquidity: working capital, current and quick ratios, DSO, DPO and receivable and payable ageing
- Taxation: total tax liability, tax paid and due, GST payable and receivable
- Growth and risk: revenue growth, retention and churn, debt-to-equity and bad debt ratios
- Export the current tab, or every tab, as a PDF report
Ready When You Are
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