Focus Board

Corelytics provides deep AI insights into COA and operational data which require additional attention. Corelytics AI Analysis analyzes monthly COA data, daily operation data, and loan covenant data to surface issues and the key drivers to changes in business metrics. Focus Board categorizes issues in the following severity buckets:

• Fix Now
• Investigate
• Monitor

Trend Explorer (what's going on)

Trend Explorer provides trend and change-point agent driven detection on all financial data. The purpose of Trend Explorer is to detect real movement, not noise.

Analysis includes:

• Change-point detection
• Seasonality-aware decomposition
• Mix effects (customer, product, channel, location)

Generating an analysis of the financial accounts with the most meaningful moves and drivers for the period taking into account:

• Magnitude
• Onset date
• Persistence likelihood
• Drivers

Anomaly Inbox (what looks wrong)

The purpose of the anomaly functionality is to catch errors, leakage, fraud, process breakdown, and other critical financial issues such as covenant compliance issues.

Detectors the AI agent checks on a daily basis (depending on data availability):

• Point anomalies (spikes, drops)
• Pattern anomalies (new vendors, duplicate payments, weekend runs)
• Ratio anomalies (COGS percent of sales, payroll percent revenue, returns percent, shrink)
• Flow anomalies (profit up, cash down; AR aging worsening)

Opportunity Workspace (what are our next moves)

The purpose of the opportunity agent is to turn performance into actions. This agent looks for:

• Capacity to invest (cash cushion, low leverage, stable margin)
• Under-monetized strengths (high conversion but low traffic, great retention but weak upsell)
• Peer gaps (you're P75 in gross margin but only P40 in growth -> scale efficient growth)
• Constraint analysis (labor capacity, inventory turns, lead times, utilization)

The goal of opportunities is to frame the question "If we do X, expected impact Y, risks Z, prerequisites P."