Contextual Intelligence

The next question, with the evidence beside it.

Planned assistance for finding project records, explaining exceptions and reviewing suggested matches or extracted details.

Planned module
Planned workflow · illustrative record

Evidence-grounded question

What is holding up the draw request?

Illustrative answer

In this fictional example, the lender checklist still needs a progress certificate.

Check the condition and its supporting documents before deciding the next action.

Example source records
  • Facility agreement / Draw conditions
  • Draw request / Evidence checklist
Explanation → evidence → reviewer

The answer does not approve a draw, change the accounts or guarantee a release.

The work it supports

Questions grounded in your project.

Why did the funding gap change? Which document is missing from the draw request? Which cost is still waiting for review? Answers should point to the relevant records and assumptions.

  • Find the relevant project record

  • Check the evidence and assumptions

  • Review the proposed next action

Suggestions that can be checked.

Extracted invoice details and likely bank matches should appear beside their evidence. A reviewer decides whether the suggestion is correct.

The financial record stays under review.

AI assistance is being planned around accountable decisions. Suggested classifications and matches will not create unapproved financial postings.

What if a suggested invoice detail is wrong?

A reviewer checks the suggestion beside the original evidence, then accepts or corrects the detail. The original document remains available. An uncertain answer stays uncertain; it does not create a financial posting or execute a payment.

Availability

Part of the roadmap.

Planned assistance uses the records the user is permitted to access. Deterministic finance rules calculate amounts; AI may suggest or explain. Automated policy monitoring and advanced analytics remain future scope.

This module is planned. Cost & Finance is the first module in development.

Explore Cost & Finance