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AI-powered
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
Select at least one company tag to load AI and metrics.
Cash position (AI)
OpenAI · summary routeSpend drivers (ledger)
/ai/metrics · deterministicTag cleanup opportunities
/tag_suggestions · pendingSuggested next actions
Heuristics + optional AICustom question
Uses the authenticated /ai/chat endpoint.