Proactive email insights
Bring a focused data briefing into the working day.
0:55 · Product walkthroughDemonstration data and modelled examples. Results shown are not achieved customer results.
Video transcript
The AI-assisted briefing brings the findings into plain language: what is positive, what needs attention, what actions to consider, and what to monitor next. The briefing can reach the person who needs it by email. The email presents the important findings in a readable form, with a route back into the application. For clients, this can become a morning briefing about the previous twenty-four hours, a weekly review of the important movements, or an alert when an agreed condition is met: margin pressure, spending beyond tolerance, or a forecast stock shortfall. This is proactive intelligence: bringing a focused, evidence-backed update to the people who need to make a decision.
Explore this capabilitySee another workflow.
8:34FP&A: from performance to a plan
Follow a performance gap into budgeting, rolling forecasts, workforce costs, cash planning and approval workflows.
8:58Aurelia: a business application in action
Explore reporting, financial evidence, custom models and email briefings in one connected business application.
0:41From the performance gap to the next action
Follow an EBITDA gap into its supporting accounts, then connect the response to initiatives and accountable owners.