Asset Intelligence
AI-driven view of where your money goes and where to save: cost by category, top services, savings recommendations, and the invoice-processing queue. An assistant chat answers portfolio questions.
Steps
1. Read the cost breakdown
Review cost by category and the top-services chart to see your biggest spend areas.
2. Act on recommendations
Each recommendation card carries a severity badge; Dismiss the ones you don't want. Confirm, Reject or Retry invoice jobs in the queue.
3. Use the inbound email & chat
Click Copy on the inbound email address to forward invoices for automatic processing, or open the AI chat to ask questions about your assets and costs.