Smart Insights
A book you have to remember to open is a book you stop opening. Smart Insights push the thing you needed to know to wherever you already are, on a schedule you set once and then forget about.
How it works
- 01
Pick a trigger
Eight templates on Basic — an expense due in three days, a trial ending tomorrow, a weekly or monthly summary, a cash-flow warning. Four more on Premium, including a spend spike against a group's own trailing average.
- 02
Choose where it reaches you
Email works on your registered address with nothing to connect. SMS and WhatsApp need a linked number, and are Premium.
- 03
It runs itself
One daily job evaluates every alert you have configured. Nothing polls, nothing needs you to open the app, and an alert that has nothing to say stays quiet.
A week's alerts, as a schedule
Each row is one configured alert with its next evaluation. An alert is a trigger wired to a message, not a notification setting.
- Alert templates
- Email delivery
- SMS and WhatsApp delivery
What each plan gets
| Capability | Basic | Premium |
|---|---|---|
| Alert templates | 8 | 12 |
| Email delivery | Included | Included |
| SMS and WhatsApp delivery | Not included | Included |
| Adjust a template's window | Included | Included |
| Build a custom trigger | Not included | Included |
The rest of the book
AI Powered
Hand it a receipt or an invoice and it fills itself in, ready for you to confirm.
Read more about AI PoweredSmart Widgets
Arrange the page the way you read, by dragging the panels that answer your questions.
Read more about Smart WidgetsMultiple Dashboards
Keep a client, a side project and the household in separate books that never leak into each other.
Read more about Multiple Dashboards
Your books, kept privately.
No bank connection, ever. Premium is free for seven days when you want it.