SettleWiseAI AssistantAsk and act
AI-04Explain results

Understand the numbers

The owner wants to know why costs are above budget or how many vendor bills are still open.

Track

Ask and act

Phase

Explain results

Starts with

Surprising number

Ends with

Review list

Ask about open vendor bills.

Before you start

Sign in as
Any SettleWise user with assistant access

Run the scenario

  1. 1OwnerSettleWise · Assistant

    Ask "How many vendor bills are still open?"

    Expected evidence

    The count and amount match the Bills tab filtered to Outstanding.

Scenario completed

Review list

Owner's focus
Whole statement→A few accounts to check

If it does not match

  • If the answer talks about client invoices, rephrase with "vendor bills".