One Screen to Start the Finance Day
The AI Workspace is the home screen we are building for the whole finance function: a Morning Brief, Today’s Approvals, your Cash Position, Open Risks, AI Recommendations, and Recent Decisions - all on one screen, so the day starts with what matters instead of ten tabs.
Illustrative - product direction
The home screen for the whole finance function
Most finance software drops you on a dashboard of charts and leaves you to figure out what needs doing. The AI Workspace flips that. It is the one screen you open first thing: a plain-language Morning Brief of what changed overnight, the approvals waiting on you ranked by risk, your live cash position, the open risks, the actions the AI recommends, and the decisions that were already made and logged. You start the day knowing the five things that matter, not hunting for them.
What the Workspace does every morning
- Morning Brief - a short, plain-language summary of what changed since you last logged in
- Today’s Approvals - the consequential actions waiting on you, ranked by risk
- Cash Position - live balance, burn, and the change to runway
- Open Risks - the anomalies and flags that need a decision, not a notification
- AI Recommendations - the next best actions, each with the reasoning attached
- Recent Decisions - what the AI and your team already decided, with a link to the evidence
One screen, wired to the whole platform
The Workspace is not a new data source - it is a view over everything Fintra already runs on one shared data model. Cash Position reads the same ledger the books run on. Today’s Approvals draws from the same governance layer that decides approve, challenge, or block. Open Risks surfaces the same anomaly checks the Control Tower runs before a money move. Because it is all one model, the home screen can be honest about the whole business at once instead of stitching together exports.
Where this is today
Frequently asked questions
What is the AI Workspace?
It is the finance home screen we are building: one screen with a Morning Brief, Today’s Approvals, Cash Position, Open Risks, AI Recommendations, and Recent Decisions, so you start the day with the few things that matter rather than scanning many tabs.
Is the AI Workspace live today?
The unified home screen is on the Control Cloud roadmap. Some of its blocks already ship - the approvals queue, the governed decision layer behind them, and the ledger a live cash position reads from - but the single assembled Workspace screen is in development, not shipped.
How is it different from a dashboard?
A dashboard reports metrics and leaves you to decide what to do. The Workspace is action-first: every block ends in an approval, a decision, or a logged outcome, so it is a place to start the day rather than a report to interpret.
Where does its data come from?
From the one shared data model the rest of Fintra already runs on - the same ledger, governance layer, and anomaly checks - so the home screen reflects the whole business without new exports or a separate system.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
See what ships today, and where Control Cloud is headed
Book a walkthrough. We will show you the governance spine that is live now and the Control Cloud direction we are building on top of it.
Talk to us