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A living catalog of every financial insight the platform surfaces — automatically detected, captured from AI conversations, and submitted by your team. This is your self-building ROI dashboard.

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Value Summary

Total identified value, realized savings, in-progress opportunities, and items under review. This is the executive view — share it with leadership to justify platform investment and expansion. Track these numbers regularly during an evaluation; they are your expansion business case.

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Auto-Detected Insights

The platform continuously scans your data for price-variance opportunities, volume-tier risks, sole-source concentration, forecast-accuracy gaps, and currency-driven savings — surfacing without anyone asking, finding value in the background.

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AI Chat Insights

When you or your team ask the AI analyst a question that reveals a financial finding, it can be saved as an insight with one click. Every conversation becomes an opportunity to catalog value — the more your team uses the AI, the richer the insight library becomes.

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Status Tracking

Each insight moves through a lifecycle: New → Under Review → Accepted → In Progress → Realized, with ownership and realized value tracked. This is closed-loop tracking from detection to realization — how you prove ROI, not just identified savings but actually captured value. Assign owners to high-value insights and track them to realization.