domains / families / data / analytics-and-advisory-intelligence

analytics-and-advisory-intelligence

separate

Cross-client analytics for Greek accounting firms. Surfaces trends, anomalies, and risks across financial data. Read-only, outputs to /data/reports/.

When to use

• Portfolio-level analysis
• Client-level analysis
• Anomaly detection
• Compliance risk scoring
• Cashflow forecasting
• Tax planning
• Benchmarking clients against peers
• Generating morning advisory and monthly reports

When not to use

• Modifying client records
• Submitting anything
• Taking automated action
• Writing to /data/clients/
• Writing to /data/compliance/

Skill page

Source