AI Business Advisor
Give owners a weekly, goal-aware advisor that reviews sales, cash, customers, pricing, and past advice in one place.
At a glance
The numbers on your screen, explained
What each AI Business Advisor number means and where it comes from — so you know where to act.
Health is the current business health score and weakest areas from connected operating metrics.
Monthly sales projects current-month revenue to month-end based on progress so far.
Overdue invoices total unpaid invoices past their due date today.
Real margin measures margin after discounts and returns over recent product and sales activity.
Sample numbers from a demo workspace.
Weekly review
Turn connected numbers into this week’s priorities
The Advisor can write a weekly review from sales, cash, customers, pricing, and goals, then turn the review into three ranked priorities you can track.
- Write or update this week’s review on demand
- Weekly review can also run automatically
- Wins, concerns, and priorities are kept together
Goals
Track goals and see whether the business is on pace
Set goals such as monthly sales, profit, cash balance, overdue invoices, gross margin, active customers, or days to get paid. The Advisor compares progress against time used.
- Create a goal with metric, target, deadline, and title
- Status shows achieved, on track, behind, overdue, or no data
- Plan with AI from each goal when you need next steps
Plan
Build a measured plan from ranked advice
Priorities across business, cash, customers, and pricing can be added to My plan. Completed advice keeps the measured result so you can see what changed after acting.
- Priorities are ranked by money impact
- Actions open the matching workspace or a confirmation flow
- My plan separates to-do and done advice
Everything included
Everything in AI Business Advisor
Use it to investigate changes, prepare a review, or identify a practical next question.
Embedded AI advisor
Chat with an advisor grounded in sales, cash, customers, pricing, and goals.
Weekly reviews
Generate a weekly summary with wins, concerns, and three priorities.
Goal tracking
Track progress and pace for sales, profit, cash, overdue, margin, customers, and payment speed.
Ranked priorities
Advice from multiple insight areas is sorted by money impact and business source.
My plan
Add advice to a plan, mark it done, dismiss it, and reopen it later.
Measured outcomes
Completed recommendations show how the linked metric changed since the advice was added.
Refreshable workspace
Reload the Advisor as new data changes sales, cash, customer, or pricing signals.
Suggested prompts
Ask common questions such as what changed this month or why profit is down.
How it works
AI Business Advisor, step by step
- 01
Review health and metrics
Start with health, monthly sales, monthly profit, cash balance, overdue invoices, margin, customers, and payment speed.
- 02
Set or update goals
Create goals with clear targets and deadlines so advice can account for what you are trying to reach.
- 03
Write the weekly review
Generate the review to see wins, concerns, and the three priorities the Advisor recommends this week.
- 04
Work the plan
Add priorities to My plan, use linked actions, and mark advice done when you complete it.
Connected
Works with the rest of Fratelli
The same records flow between these workspaces automatically.
FAQ
AI Business Advisor questions
Can’t find what you need? Our team is happy to help.
It uses the insight areas together. The Advisor combines Business Intelligence, cash, customers, pricing, goals, and past recommendations into one planning workspace.
Yes. The embedded assistant is available in the Advisor and uses the same grounded business context.
Yes. My plan keeps open and completed recommendations and can show the measured result after advice is marked done.
Try AI Business Advisor with the rest of Fratelli
Start free in minutes and bring the rest of your team when you are ready.