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AI Assistant Provides AI Insights For Reports

Transform complex financial data into plain-language insights you—and your owners—can act on immediately.

Samuel avatar
Written by Samuel
Updated over a week ago

Overview

AI Assistant with AI Insights is built to make financial reporting simple and actionable. Available across key reports—including Profit & Loss, Balance Sheet, Cash Flow, Rent Roll, Transaction Detail, and Owner Statements—it delivers instant clarity with just one click. Instead of sifting through spreadsheets, you’ll get plain-language explanations of what the numbers mean, recommendations for improvement, and concise executive summaries you can act on immediately. Best of all, the insights are professional and owner-ready, making it easy to share clear, polished updates without extra work. No spreadsheets. No guesswork. Just clarity that helps you make better decisions, faster.

Note: AI Assistant is available to our Pro and Premium tiers as a paid add-on. On Starter? Upgrade anytime to unlock AI-powered features that help you save time, impress tenants, and make smarter decisions—faster.

The Steps

  1. To get AI Insights for your reports, click Reports on the main menu.

  2. Find and click on the report you want AI Insights for. Note that you can only get AI Insights on the following reports:

    • Profit & Loss

    • Balance Sheet

    • Cash Flow

    • Rent Roll

    • Transaction Detail

    • Owner Statement

  3. Once on your desired report, click the "Get AI Insights" button.

  4. Get instant insights in under 10 seconds.

    What information will you get with AI Insights? First, you'll get an easy-to-read summary of the report based on the time period set.

    In the middle, you'll find essential numbers specific to that report. Each report has a different set of categories for this.

    Lastly, the Actionable Insights provide suggestions on what you can do to improve your business and keep your income levels high.

  5. (Optional) Share with owners by enabling "AI-generated insights" in the Owner Portal settings.

Tip: With the AI Insights results generated, if you change the filters, the AI Insight will automatically regenerate based on what you select.

Key Benefits

  • Save 2–3 hours weekly on report analysis

  • Deliver professional owner communications without extra work

  • Make data-driven decisions faster and with more confidence

Share with Owners (Optional)

  1. Go to Settings on the main menu. Then click Owner Portal.

  2. Toggle “Show AI generated insights on reports”

  3. Or, copy the AI summary and include it in owner statements or emails.

Now your owners see professional, easy-to-read financial summaries—without you doing extra work.

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