ERPAI summary
Coming soon: an optional paid AI Summary add-on that turns your findings into a short summary. Record names are replaced before sending to the AI provider. Review the underlying records before acting.
Insights · FREE MODULE
Ten questions, answered from your own records every week.
Insights reads the modules you already use and tells you what needs attention: a customer paying late, one customer carrying the business, a stage running past its plan, finished work still not invoiced. Every finding shows why you see it, what it means in euros or days, and offers the next step as a button. Nothing to enter, nothing guessed.
01Ten weekly checks with their evidence
02What each finding means, in euros or days
03A recommended next step, as a button
04The Monday e-mail & week-to-week follow-up
Free core module · AI Summary add-on coming soon
HOW IT FITS YOUR DAY
Know what changed before the week starts.
- 01
Switch it on
Insights reads Sales, Work, Cash, Purchasing and CRM through the same figures their screens show, with your role’s rights. There is nothing to enter and nothing to set up.
- 02
Read Monday’s findings
Needs attention lists at most five findings, most money first. Worth knowing shows what every other check found. Each finding says why you see it and what it means in euros or days.
- 03
Take the step
Every finding offers the action that fits — open the invoice, create the invoice, log a call in CRM — as a button. Not useful hides a finding for you alone, for eight weeks.
- 04
See what moved
The following week each finding says whether its numbers changed. Earlier weeks stay readable exactly as they were.
PAID ADD-ON · COMING SOON
More detail.
When you need it.
AI Summary is coming soon. Your weekly checks and findings are available now.
Before you get started.
Does Insights need AI?
No. Every check is a rule you can read on the page, run against your own records — complete weeks and months only, never other companies. AI Summary is coming soon as an optional paid add-on that summarises the findings. The checks and calculations run in Spona.
Do I need every module?
No. Start with this module and activate other areas when you need them. Standard Power add-ons are also optional and free.
Explore the next part of your company.
View all modules →Accounting
Know your cash position and business result.
- Bank accounts & statement imports
- Cash-flow planning & invoice matching
- Incoming invoice register & documents
- Management profit & loss
- VAT preview & accountant handover
Purchasing
Follow orders from supplier to delivery.
- Suppliers & orders
- Goods receipts
- Incoming invoices