Company administration
Company Briefing
Generate a private AI analysis from current unread email, Xero accounting, support activity, website metrics, and extension metrics. Email review includes Advertising, Suggestions, and Important folder choices. Clear spam may be marked read after its summary is saved.
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Checking company access…
Gathering live sources and preparing the report. This can take a few minutes. Keep this page open.
Executive briefing
Company risks
Opportunities
Immediate actions
Ordered by urgency and tied to the live source.
Recommended options
Review the exact reply or change. For email, you can select Mark as read alongside one folder choice and one reply. Leave read status unselected to keep a message unread. Replies, folder moves, and unsubscribe attempts run only when you execute your selection. Unsubscribe follows supported sender links and confirmation forms; login, CAPTCHA, and unsupported pages need manual follow-up. Up to 10 clear spam messages are automatically marked read after their summaries are saved; remaining messages stay available for review.
Replies to the forum are public. Xero options describe the invoice and accounting effect. Options requiring more information include instructions for manual review.
Financial health
Financial risks
Open accountingSupport activity
Needs attention
Open support forumExtension metrics
Open metricsWebsite operations
Unread email digest
Data coverage
Analysis limitations
AI helper activity log
Shared by all admins and retained when reports are replaced.
Every attempt includes its approval and outcome. Expand an entry to inspect the reviewed reply, source snapshots, and recovery notes, or download that audit record. Corrections require separate review; this log does not automatically undo actions.
