Ask the advisor and approve a proposal

The advisor answers questions from the same figures the dashboard shows and turns suggested actions into proposals for a person to approve.

Before you start: any login. You see only what your role can see. Approving a proposal needs the permission the underlying action needs.

Ask a question

1. Press Cmd+J on any house screen, or click Ask the advisor on the dashboard. The rail opens on the right with Ask and Approvals tabs.
2. Type the question. Examples: "Why is food cost up this week?", "Which invoices are waiting?", "What should I check before close?"
3. The answer streams in with fact citations underneath. Click a citation to open the figure it used.

If the model connection fails, the rail shows a clearly labelled local fallback rather than a made-up answer. You can cancel a run at any time.

Turn an answer into a proposal

When the advisor suggests an action, choose Make a proposal. The proposal card shows:

• the risk class,
• the exact action and its details,
• a before-and-after diff, marked exact or approximate.

Approve, edit or dismiss

Open Approvals in the rail or Proposals in the sidebar.

Choice	What happens
Approve	The action runs as proposed. Your name and time are recorded.
Edit then approve	You change the details, give an edit reason and a rollback note, tick that you reviewed it, then approve. An edit identical to the original is refused.
Dismiss	Nothing runs. Your reason is recorded.

Escalate or flag

Send a thread to a person with Escalate to support, or Flag an answer you believe is wrong. Flags are reviewed by an owner under Settings › AI.

Finance copilot

Money › Finance › AI intelligence has a finance-scoped attention queue and Ask the ledger, with the same rules: it never posts, pays or files.

Related

• Set up the daily briefing
• How the advisor works