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AI Insights

Last updated: 16 September 2026

AI Insights reads your synced financial figures and writes what changed, why, and what to do about it. It is off by default for every company — Finrely requires explicit, per-company consent before any financial data is sent to a model.

What is sent, and to whom

Finrely uses AI to generate financial insights. To do this, aggregated financial figures for your company — not a copy of your ledger or individual transactions — are processed by Anthropic, Finrely's AI subprocessor, solely to produce insights for your company. Your data is not used to train AI models and is not shared with other customers.

How to turn it on

  1. Go to Settings → AI.
  2. Under Data processing consent, turn on I consent to AI processing of my financial data, then save. You can turn this off again at any time.
  3. Turn on Enable AI Insights (only available once consent is granted).
  4. Open AI Insights in the left navigation and click Refresh insights to generate your first one.

Only an account admin can change these settings. Once both are on, Finrely also refreshes stale insights in the background — never for a company where consent or AI Insights is off.

Limits

Every plan includes AI Insights; the monthly generation limit depends on your plan — see Plans and limits. No paid plan is required to use it.

Why insights rely on closed periods

A reporting period only counts as final — safe to compare and cite in an insight — once two things are both true: the sync covered the whole calendar month, and enough time has passed for the books to be considered closed. A period that only partially covers a month, or one that's still within its closing window, is excluded from comparisons rather than presented as settled.

Reports mark a period that hasn't cleared both bars as Preliminary — for example, "Preliminary — books may still be closing" on a single company's report, or a similar note naming the latest company still open when you're viewing a group. AI Insights applies the same rule before drawing any comparison, so a still-changing month is never described as if it were final.