Reading and Acting on Risk Flags
What each risk alert on your dashboard means and the concrete actions to take for each one.
Negative cash balance
The most critical alert. It means your calculated cash position has gone below zero. Immediately verify your starting cash balance in Settings, confirm all recent expenses are correctly categorized, and check for duplicate transactions.
Expenses rising
Triggered when 30-day expenses exceed the prior 30-day period by more than 5%. Open Expenses, filter to the current period, and review which categories have grown. Generate AI Insights for specific vendor-level recommendations.
Revenue declining
Triggered when 30-day revenue drops more than 5% from the prior period. Check POS daily sales for the pattern — is it consistent or tied to specific days? Review whether any recurring invoices are overdue.
High category concentration
Triggered when a single expense category exceeds 35% of total spending. This signals over-dependence on one supplier or cost center. Consider negotiating terms, finding alternatives, or spreading the cost to reduce fragility.
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