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Summary assistant (coming soon)

Prepare your analyses faster.

Ask a question about an engagement or your portfolio. The assistant uses the data available in Preciso and prepares a summary note with the elements used for the analysis.

@SynthesisAI “Generate a liquidity risk analysis for the engagement ‘Léman Industries’ over the next 6 months, based on receivables history.”
Summary note: Léman Industries Confidential

The analysis points to a liquidity risk to watch by the end of Q4.

  • Average payment time rose from 42 to 58 days over three months.
  • One client accounts for 35% of receivables overdue by more than 60 days.
Point to raise with the client

Review payment terms and solutions that reduce working-capital needs.

An assistant to help you analyse

Help with analysis

Ask your questions in plain language: the assistant highlights the points to watch in your engagements' figures.

A summary for your meetings

It helps you structure your findings and prepare the topics to raise with your clients.

You remain the expert

The assistant supports your thinking. Your advice and conclusions remain your own.

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