Ask narrowly
Use a date, round, payment type or customer segment so the answer can be checked.
Screen 9 · Reports
Ask the business a question—not just a date range
The reports screen combines plain-English Ask AI questions with visible pricing, customer-risk, earnings and cash-collection sections.
Real Android beta screen · demo data
The screen keeps suggested actions above the financial summaries they draw from.
How it functions
From headline number to a list you can use
- Ask AI: type a business question or start from prompts such as cash received on a chosen day.
- Pricing suggestions: identify work that may need a price review instead of scanning every customer manually.
- Annual review: group planned price-review work into a repeatable management task.
- At-risk customers: surface signs that a customer relationship may need attention.
- Cash picture: compare invoiced revenue collected with the amount still outstanding.
- Earnings goals: track jobs and revenue across today, this week and this month.
Use AI carefully
An answer is a lead for investigation, not an accounting record
RoundRun’s AI is designed to shorten the path to useful data. It should not replace invoice checks, bank reconciliation, tax advice or a decision that needs customer context.
Verify totals
Open the related invoices, jobs or payments before acting on a material answer.
Keep judgement
A low rate may reflect access, travel, history or a deliberate customer decision.
Ask AI can help find and summarise RoundRun data. It is not financial, tax or legal advice, and its answers may need verification.
Turn records into questions
Find the work, debt and pricing that need attention
Use copied data first, check AI answers against the underlying records and decide whether the workflow saves real admin time.