AI Insights
Plain-language observations about your financial trends — pointing out patterns you might not notice while just scanning numbers.
Why this matters
Spotting that expenses are creeping up, or that one service is quietly your most profitable, is easy to miss in raw numbers. AI Insights turns your data into the kind of observation you'd want a business advisor to point out.
What kinds of insights
Spending trendsA category rising or falling notably over time.
Profitability patternsWhich services or periods are most profitable.
Using AI Insights
- Open Finance → AI Insights
See what's currently flagged.
- Read the observation
Written in plain language, not just a chart.
- Decide what to act on
Use it as a prompt to look closer, not a rule to blindly follow.
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