Revenue AI
See profit — then ask AI what changed
The owner Revenue dashboard shows net profit, cash collected, expenses, and margins by property or client. Tap Analyze with AI for a plain-language report on what drove the numbers.
CFO-style insight without a finance hire.
- Custom date range reporting
- Paid vs outstanding invoices
- Property and client margin breakdown
- AI explains risks, costs, and cash flow in seconds
Who Revenue AI is for
Owners who want net profit, cash collected, and margin by property without exporting spreadsheets every month.
Operators who need a plain-language explanation when margins move — not just another chart.
How the revenue dashboard works
Pick a date range on the owner Revenue view. Review paid vs outstanding invoices, expenses, and margins by property or client.
Tap Analyze with AI for a short report on what drove the numbers — cost spikes, soft collections, or site-level margin risk — written for operators, not accountants.
Why it matters
Commercial cleaning margins hide in labor overruns and slow AR. Seeing profit by site, then asking AI what changed, shortens the path from dashboard to decision.
It complements QuickBooks sync: books stay accurate while operators get an ops-first profit narrative inside TidyFlow.
Questions about the new features
Does AI change my invoices?+
No. Analysis is read-only insight on your revenue data.
Is Revenue AI on every plan?+
Availability and AI quota depend on your plan — check Pricing and the in-app usage meters.