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AI Insights

Structured signals for cash, spend drivers, tag hygiene, and next moves. Model answers are labeled with scope; numeric cards are computed from your ledger.

Data scope

Cash position (AI)

OpenAI · summary route

Spend drivers (ledger)

/ai/metrics · deterministic

Tag cleanup opportunities

/tag_suggestions · pending

    Suggested next actions

    Heuristics + optional AI

      Custom question

      Uses the authenticated /ai/chat endpoint.