Running a business means watching numbers scattered across Accounting, HRM, Projects, POS, Invoices and Inventory — and most owners simply don't have time to check all of it every day. The AI Business Advisor Add-On solves this by automatically analyzing your real business data every day and using AI to generate a written, easy-to-understand business health checkup. It calculates a Business Health Score out of 100, and produces Insights, Recommendations, and Alerts that point out what's going well, what needs attention, and what to do next. By using this Add-On, business owners get a daily AI-written summary of their company's performance without manually pulling reports from multiple modules.
Note: AI Business Advisor requires a connected AI provider (OpenAI, Anthropic, or Google) with a valid API key configured in AI Agent Settings before any analysis can be generated. For complete and accurate business analysis, the Accounting, HRM, Projects, POS Add-Ons should be enabled, as the AI Business Advisor uses data from these add-on to calculate the Business Health Score, Insights, Recommendations, and Alerts.
Get a Daily AI-Powered Health Check For Your Business
The AI Business Advisor Add-On connects directly to your Accounting, HRM, CRM, Projects, POS, and Inventory data to calculate a daily Business Health Score. Configure your AI Agent with a provider, model, and API key to enable analysis. Every day, the system automatically reviews your metrics and generates Insights, Recommendations, and Alerts in plain language, each tied to the module it affects. The Dashboard then displays the Overall Score, a 7-day trend chart, and the day's AI-written findings, so business owners always know where their business stands and what to do next.
- Multiple AI provider support (OpenAI, Anthropic Claude, Google Gemini).
- Daily automated business health scoring across 6 modules.
- AI-generated Insights, Recommendations, and Alerts in plain language.
- 7-day trend tracking with on-demand "Generate Now" refresh.
- Superadmin-controlled rollout with configurable data retention.
AI-Powered Health Score Dashboard
This Add-On gives a complete view of business health through a single score out of 100, broken down into Financial, Team, Sales, Projects, and Operations sub-scores. A trend indicator shows whether the business is Improving, Stable, or Declining compared to the previous day, and a 7-day history chart tracks performance over time. Each day's AI-written Insights, Recommendations, and Alerts appear alongside the score, and users can mark recommendations Done or Dismissed, dismiss insights, and resolve alerts directly from the dashboard.
AI Agent & Advisor Configuration
This setup section allows companies to connect their preferred AI provider — OpenAI, Anthropic, or Google — by entering the model name and API key. Once connected, the daily analysis runs automatically without further action, and a Generate Now option is available for an on-demand refresh. Superadmins can enable or disable AI Business Advisor for the entire platform and set how long analysis history is retained, giving full control over availability and data retention.
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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The AI Business Advisor highlights performance trends that are easy to understand
AI insights provide practical recommendations for daily business decisions.