apps/website/src/app/docs/content/weekly-insights.mdx
Weekly Insights gives you a clear picture of how your business performed each week. Instead of digging through transactions and reports yourself, you get a concise summary with the numbers that matter and specific actions to take.
Running a business means juggling many things. Weekly Insights helps you:
Your weekly insight includes several sections:
A 2-3 sentence overview of your week covering:
Example:
"You earned $5,644 profit on $7,500 revenue this week, with a margin of 75.3% and expenses at $1,855, giving you a runway lasting until February 24. Note that $22,500 remains overdue from three clients."
The four most important numbers for your week, automatically selected based on what changed and what matters most:
| Metric | What it tells you |
|---|---|
| Profit | What you kept after expenses |
| Revenue | What came in |
| Expenses | What went out |
| Profit Margin | How efficiently you turn revenue into profit |
| Cash Flow | Net money movement |
| Runway | How long your cash lasts |
Each metric shows:
A prioritized list of 3-5 things to focus on. Actions are ordered by importance:
Example actions:
A brief narrative about the most notable aspect of your week:
One of the most useful parts of Weekly Insights is seeing exactly when your cash runs out—not just "3 months" but a specific date like "March 15, 2026."
This helps you:
The date updates each week based on your current cash and spending rate.
Weekly Insights tracks patterns across multiple weeks:
When something happens consistently, you'll see it called out:
| Streak | When it appears |
|---|---|
| Profitable weeks | 3+ consecutive weeks with positive profit |
| Revenue growth | 3+ consecutive weeks of increasing revenue |
| Revenue decline | 2+ consecutive weeks of declining revenue (early warning) |
| Invoices paid on time | 3+ weeks where all invoices were paid on time |
Revenue decline is highlighted after just 2 weeks because catching this early matters.
When you have enough historical data, you'll see how this week compares to the same week last year:
"Revenue up 35% vs last year"
This helps you understand if changes are seasonal or represent real growth.
Midway through a quarter, you'll see projections:
"On pace for $450,000 this Q1—18% ahead of Q1 last year"
This helps you gauge progress toward quarterly goals.
If a customer who normally pays quickly is unusually late, you'll see a flag:
"Acme Corp: $7,500 overdue—unusual delay, they typically pay in 5 days"
This helps you prioritize follow-ups. A normally reliable customer being late might indicate a problem worth a phone call, while a habitually slow payer being a few days late is less concerning.
Weekly Insights adapts its tone and focus based on how your week went:
| Week Type | What you'll see |
|---|---|
| Great week | Celebration of wins, forward-looking suggestions |
| Good week | Balanced overview, areas for improvement |
| Quiet week | Reassurance that slow weeks are normal, focus on existing receivables |
| Challenging week | Honest assessment, emphasis on runway, prioritized recovery actions |
For quiet weeks with no activity, you won't see misleading "down 100% from last week" language. Instead, the summary acknowledges it was slow and focuses on what you can control (like collecting receivables).
Your weekly insight is also available as a short audio summary you can listen to instead of reading. This is useful when you:
The audio summary covers the same key points—profit, runway, overdue invoices, and recommended actions—in a natural, conversational tone. Just tap play on the audio player in your insight.
New insights are generated weekly, typically Sunday evening or Monday morning. You'll receive:
The better your data, the better your insights:
Spend 2 minutes each Monday:
The actions aren't generic advice—they're specific to your business this week. Following up on an overdue invoice often takes just one email.
Your first insight won't have comparison data, so you'll see:
After a few weeks, you'll start seeing trends, comparisons, and pattern detection.
If you operate in multiple currencies:
Set your base currency in Settings.
Your insights are generated using AI, but: