AI Reporting Insights currently supports table-view custom reports across jobs, quotes, leads, purchase orders, invoices, time, and WIP. Additional report types will be added as the feature matures.

Depending on the report, you may see revenue concentration risks, utilisation trends, job profitability outliers, ageing WIP patterns, or conversion rate shifts. The AI adapts its analysis to the data type and surfaces what's most significant.

AI Reporting Insights analyses your custom reports and generates a plain-language summary of trends, anomalies, key drivers, and suggested next steps. Instead of interpreting rows of data manually, you get an actionable overview that highlights what matters. It reads your data it never changes it.

AI processing occurs within WorkflowMAX's secure infrastructure. Your report data is used solely to generate insights for your organisation and is not shared with other accounts or used to train external models.

By surfacing patterns you might miss in raw data such as a client becoming less profitable over time, or a team consistently over-running estimates AI Insights gives you an analytical starting point without manual number-crunching. It analyses the report you've just run and interprets what the data is telling you, so you can act on insights rather than spending time reading rows.

Dashboards show you numbers AI Insights interpret them. Rather than looking at a utilisation chart and working out what changed, the AI identifies the shift, explains the likely driver, and suggests what to investigate.

Yes. Insights are designed for easy sharing so stakeholders can quickly understand the key takeaways without running the report themselves.