AI report
The executive report for Apr–Aug 2026, written with verified figures.
Section 7 of 8The month's report written with AI: what improved, what got worse and why, with verified figures.
Next: Bizi AIWith your data, a language model writes it every month. In this demo it's a fixed example, but its figures come from the same functions as the screens and pass the same validator.
Billing
BetterThe firm billed $1.18M from April to August, +20.8% versus the year before.
- The same 12 people log 28.6 hours a week; a year ago, 25.3.
- 86 of every 100 lines are logged the same day; before, 13.
No recommendation: nothing needs to change.
Collections
BetterFrom the end of the month worked to payment takes 28 days; a year ago, 47.
- Invoices go out on business day 1 of the next month; before, around day 12.
- Three clients owe all of the overdue balance, $106K, and pay in lumps every two or three months.
Recommendation: Call the three clients who pay in lumps before the invoice falls due, not after.
Retainers
WorseEach hour of the retainer with Pinecrest Builders comes out at $68; a year ago, at $193.
- It pays $6K a month for 40 hours, and September is at 112.
- From April to August that was 241 hours over the agreed ones.
Recommendation: Renegotiate the fee or the hours included, with the month-by-month hours in hand.
Hourly rate
SteadyAn hour for the hourly clients is billed at $167, almost as a year ago ($164).
- The rate list didn't change: what grew was how many hours reach the invoice, not what each one is worth.
No recommendation: nothing needs to change.
Next section · Section 8 of 8
Bizi AI
Ask the dashboard in English and get the figure with its source.