Smarter Insights, Less Effort
We’ve built two smart ways for you and your team to interact with AI on the Executive Summary page, depending on where you are in your workflow
Starting from scratch? No problem. AI scans the full report and creates a comprehensive draft based on the topics you choose — giving you a solid, tailored foundation to build on.
Already written some of your summary? Let AI enrich it with additional insights, strategic recommendations, and actionable next steps based on your financial report data and selected topics.
AI gives less experienced users a confident starting point, making the shift from compliance to advisory less daunting.
Many platforms in our space are turning to AI, and clients expect modern, efficient tools. This release not only meets the standard but also aims to set a new one.
Cut down on manual work as there's no more staring at a blank page or pulling insights from multiple sources. Let AI do the heavy lifting so you can focus on adding value.
While others have used AI for surface-level features, we’ve taken a smarter route — integrating AI with our existing IP to deliver more meaningful, user-centric outcomes.
“This new release is more than just a feature — it’s a smart, strategic solution to a growing challenge faced by accountants, advisors, and finance professionals”
With Spotlight AI, you can generate tailored highlights and actionable recommendations based on your report data and selected areas of focus.
The AI is designed to assist, not replace professional judgment. While it's trained on a wide range of data, it can still produce errors or miss context. We measure performance based on relevance, clarity, and user feedback, but we always recommend reviewing outputs carefully and verifying the content.
We leverage Amazon's highly secure cloud infrastructure, which is designed to protect customer data with multiple layers of security controls.
Data processed by our AI is stored in the AWS Sydney region. All data processed by our AI feature is encrypted at rest and in-transit.
Our use of AWS Bedrock, along with our own internal processes, is designed to ensure compliance with major data protection regulations, including GDPR and CCPA.
Any data processed by our AI features will not be used for any training purposes.
Because our AI features are entirely optional, you always remain in control of your data.
Are you ready to bring your data to life?
