Several reports now carry a short strip of findings above the numbers — unusual spending, a revenue swing, something that looks entered twice — with the real figures behind each one. You can ask for a plain-language summary of a report, see how fast money comes in against how fast it goes out, and have a daily digest emailed to you.
Where do these appear?
The findings strip is on Profit & Loss, Outstanding, GST & returns and, in full, on Exceptions. Working capital and Your digest are screens of their own. They need the Reports module.
How does it decide something is unusual?
By comparing a month against the middle of your own history rather than the average, so one freak month last year cannot make this year look normal. A category is only flagged when three things are true at once: it is at least two and a half times its usual level, the difference is more than about a thousand rupees, and it is far enough outside your normal spread to be worth a look. Spending is judged on the month in progress; revenue on the last complete month. Possible duplicates are receipts or bills of the same amount from the same party within a week.
You can move those thresholds — the workspace owner sets them, and only the owner, since they change what everyone gets flagged for.
Why does it say it needs more history?
Because with fewer than three months of activity there is nothing to call unusual, and it says so rather than guessing: anomaly checks need N more months of history before they can spot unusual months. Months with no activity do not count as history, so a brand-new expense category is never flagged on its first entry. When there genuinely is nothing to report, it says nothing unusual in your books right now.
Findings that are only possibilities are worded as such — this receipt may have been recorded twice — and each one carries the actual amounts, dates and counts, so you judge it rather than take its word.
What is “Explain this report”?
The one part of this that uses the assistant, and only when you tap it — nothing fires when the page loads. Finocket computes a small set of facts from the report, hands only those to the assistant, and asks it to put them into a few sentences. Every sentence is then checked back against those facts: a figure that is not one of them, a date that is not in the report, a sentence citing a fact that does not exist — all dropped. Each surviving sentence shows numbered citations you can tap.
So the summary is never a second opinion: the numbers are already on the page, and the line underneath says as much — numbers come from your books, AI wrote the words. When nothing survives the check it says there was nothing worth adding to these numbers, and when your daily allowance is spent or the provider is unreachable it says which. In all three cases the report itself is unchanged.
Treat the prose as a summary, not as advice. The assistant is instructed not to predict the future or give tax, legal or investment advice; what is enforced in code is that every figure is one of your own.
What is on the Working capital screen?
How many days of sales are sitting in your receivables, how many days of purchases in your payables, and the gap between them — plus who your money is stuck with and how much of it rides on one customer. Every tile shows the two numbers it was worked out from, and the screen names its own convention: closing balances against a window you choose (30, 90 or 365 days), counted inclusively.
It also names its own blind spot on the page: cash sales are not counted as revenue here, so a mostly-cash business reads a higher receivable-days figure. Where a figure cannot be worked out — no revenue in the window, say — it prints NA with what is missing, never an infinity and never a plausible-looking guess. Nothing on this screen is AI-generated, and it says so.
How do I get the digest by email?
It is one of the reports you can schedule. Open Scheduled reports, add a schedule for Insight digest, and pick daily, weekly or monthly. Only someone with write access to reports can create or pause a schedule.
Email is the only way it is delivered — there is no push and no WhatsApp digest. If no email provider is connected on your deployment, the run is recorded as skipped with that reason and nothing is faked; the screen tells you and links you to sending setup. Each recipient goes through the same consent check as any other message, so one blocked address does not stop the others.
The digest has five sections — cash outlook, money you are owed, money you owe, GST deadlines, and things worth a look. It distinguishes three cases that look identical if you are careless: a section that is genuinely empty is left out, a section your schedule switched off is silent, and a section that could not be read says this couldn't be read just now, so it's left out rather than shown as zero. The emailed copy carries exactly the numbers the screen shows.
The digest's optional written summary needs your own AI key or the Pro add-on — an unattended nightly job will not spend a free workspace's chat allowance. Where it is unavailable, off, or the summary did not match your numbers, it says which and the figures are unaffected.
Related: Cash outlook & forecast, Scheduled reports, Budgets & ratios.