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.
Evidence-grounded question
What is holding up the draw request?
Illustrative answerIn this fictional example, the lender checklist still needs a progress certificate.
Check the condition and its supporting documents before deciding the next action.
- Facility agreement / Draw conditions
- Draw request / Evidence checklist
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
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