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Ask Arbo Insight: AI analysis for financial reports

New feature

Ask Arbo Insight (Report AI) is now live — an AI assistant built into your financial reports that helps you go from numbers to understanding in seconds.

What it does​

Open any financial report and Ask Arbo Insight will:

  • Analyze the report you're viewing — it works on the currently opened report, so the answers are always about the exact numbers in front of you.
  • Highlight key insights automatically — notable movements, trends, and figures worth your attention are surfaced without you having to dig for them.
  • Break down performance over time — get insights into monthly and quarterly performance to see how the numbers are trending from period to period.
  • Ask custom questions — ask anything about the report in plain language, the way you'd ask a colleague, and get an answer grounded in the report's data.

Why it helps​

Reading a financial report usually means scanning line by line to find what changed and why. Ask Arbo Insight does that first pass for you, so you can spend your time acting on the numbers instead of hunting through them — and when a client asks "why is this figure up?", you can get to the answer faster.

Try it and tell us what you think​

Ask Arbo Insight is available now on your financial reports. Give it a try — and if you run into any issues or have ideas for making it better, we'd love to hear from you through the feedback form.