With one click, the AI reviews your entire project and delivers a clear, structured analysis of profitability, risk, margin health, pricing gaps, and financial opportunities. Instead of building spreadsheets or custom reports, you get instant, actionable insight in seconds.
This feature is designed to help you:
Improve profitability
Catch margin leaks early
Identify missing pricing
Resolve invoice issues
Make smarter pricing decisions
Replace manual financial reporting
Where to Find It
Open any Project in Alcove.
In the project header (top of the page), click the ✨ “AI Financial Insights” icon.
A modal will open where you can:
Generate a new report
View previously saved reports
Refresh data for the latest analysis
What the Report Includes
Each AI Financial Insights report contains:
Key Insights
High-level takeaways about:
Overall project profitability
Margin performance by room or category
Budget vs. actual performance
Revenue gaps
Cost concentrations
Each insight includes:
Impact level (low, medium, high)
Severity
Supporting data
Recommendations
Specific actions you can take, such as:
Increasing markup on low-margin products
Reviewing items missing client pricing
Adjusting categories with below-target margins
Following up on unpaid invoices
Correcting tax inconsistencies
Each recommendation links directly to relevant products, invoices, or purchase orders so you can take action immediately.
Warnings
Potential issues that need attention:
Items with markup below your target threshold
Products without a client price
Unpaid or overdue invoices
Missing cost data
Tax inconsistencies
Opportunities
Areas where you may improve performance:
Underperforming categories
Rooms with margin optimization potential
Vendor pricing inconsistencies
Products with unusually high or low pricing
Executive Summary
A concise summary of your project’s overall financial health, including:
Current margin strength
Risk exposure
Immediate action items
Overall performance rating
Why It’s Powerful
AI Financial Insights replaces:
Manual spreadsheet analysis
Custom-built financial reports
Time-consuming margin audits
Ad hoc finance reviews
You no longer need to:
Export data
Build pivot tables
Calculate margins manually
Compare line items across screens
The AI does it instantly — and gives you clear direction.
Best Practices
Run a new report after major updates (adding products, updating pricing, issuing invoices).
Address warnings first — they often represent profit leaks.
Save reports monthly to track project performance over time.
Use Refresh when you need the most up-to-date financials.
Important Notes
Reports are cached for 24 hours for performance.
You can refresh to pull the latest data.
AI responses may contain errors — always verify critical financial decisions.