Overview
The Ceterus Insights Report is an automated monthly executive summary available to customers with an Insights subscription, designed to help you identify profit leaks and growth opportunities. Rather than manually reviewing P&L statements, you receive a comprehensive, AI-driven scan of your business performance that includes actionable recommendations and peer benchmarking.
FAQs
How do I get my report?
Resolve any close blockers within Ceterus Bookkeeping at least three business days before your financial delivery date. As long as you have an active Insights subscription and are the primary contact for your Ceterus account for an Insights-enabled location, your report is automatically generated and emailed to you each month once your books are closed.
If you do not have an Insights subscription, schedule a demo, request a free 7 day trial through your account manager, or connect with our Sales team to upgrade.
Can I share this report with my team?
The report is sent exclusively to the primary contact for your Ceterus account for security and data privacy. If you need to share the information, you can forward the email or download the report as a PDF to share manually.
Is my financial data safe?
Yes. Your data and prompts are treated as confidential Customer Data and are never used to train public AI models. Our AI cloud provider adheres to strict security standards, including SOC 2, ISO 27001, and HIPAA compliance.
What if I disagree with the report's advice or find an error?
The Insights Report provides AI-assisted, data-driven suggestions and should not be considered final tax or accounting advice. If you have concerns, please contact your Account Manager to review the specific report and underlying financials.
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