AI Insights

Real-time financial insight. Ask a question, get an answer. iplicit Insights brings AI-enabled analytics into your finance platform. You get board-ready visibility, built on your live data and ready the moment you log in.

AI Insights

Real-time financial insight. Ask a question, get an answer. iplicit Insights brings AI-enabled analytics into your finance platform. You get board-ready visibility, built on your live data and ready the moment you log in.

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AI-powered reporting for finance teams.

Because finance leaders should spend time on decisions, not on finding the data.

The full picture, right away

Cash balances, P&L, revenue trends, and AR/AP KPIs, all in one pre-built executive dashboard that updates automatically from your live data. Walk into any board meeting with current and complete numbers.

Ask a question. Get an answer.

Type a question in plain language and get an immediate answer from your live financial data. There’s no report to build, no BI tool to learn, no colleague to ask. No BI training. No IT involvement. Just ask.

Analytics that work - from day one

Most analytics platforms at this level require an implementation project and specialist support. iplicit Insights is built into your finance platform, ready to use straight away.

Walk into that board meeting fully prepared.

Building a board pack used to mean pulling data from multiple places, checking figures are current, formatting everything into something presentable and then doing it all again when something changes. iplicit Insights replaces that process entirely. Pre-built dashboards update automatically from your live data. Natural language queries give you instant answers without involving anyone else. The preparation time disappears.

For finance teams that have outgrown their current tools.

Finance teams at this stage face a dilemma. Existing reporting tools no longer match the complexity of the organisation –but the alternatives come with implementation timelines and IT dependencies they can't justify. iplicit Insights is built for organisations like these. AI-enabled analytics are built into your finance platform, ready to go and ready to handle your organisation’s scale and complexity.

See iplicit Insights in action

Watch the Executive Finance Dashboard in action, from opening your first view to asking your first question.

Watch 5-minute tour

Insight without the overhead.

See the whole picture. Then get into the detail.

Open your dashboard

Your Executive Finance Dashboard is ready the moment you log in. Cash balances, P&L, revenue trends, and AR/AP KPIs are pre-built and always current. There’s no configuration, no setup, no waiting.

Ask what you need to know

Type your question in plain language: "What is our cash position across all entities?" AI delivers an answer from your live data, instantly.

Explore and act

Drill into the numbers behind any insight. Each figure traces back to your source data. You decide what to explore, what matters, and what to do next.

Real success, from real finance teams

"I think iplicit is a good fit for hospitality. We're a very diverse industry, with lots of different moving parts and that's what iplicit is really good at. You can customise it so you can see your results per different revenue centres – Accommodation, Spa and Restaurant – and you can see your projects and events.”
Charlotte Smith
Group Financial Controller
Lime Wood
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“I was surprised at how quickly we got going – everyone was posting invoices and working smoothly within the first week.”
Janet Brandon
Head of Financial Planning & Analysis
Excalibur Academies Trust
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"People were saying that their workload over year-end had halved or was a third of what it was. All the potential we saw in the system, we've realised.”
Phil Beecher
CFO
Active Learning Trust
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"When the trust added a new school to the system, the process was straightforward and completed in only a few steps. There was no requirement to duplicate or rebuild an entire database, nor was there a complex configuration process.‍“
Vicky Bruce
CFO
Salterns Academy Trust
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“We took our time to choose the right system and I can confidently say it has delivered on its promises and exceeded expectations.”
Louise Holland
Head of Finance
On Track Education
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“Now that the risks that concerned me with the old system are off the table, it's given me clear space to think about the things I should be looking at as a finance director – instead of worrying about the transactional data."
Peter King
Finance and HR Director
Watson & Hillhouse
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“Sage is considered the safe bet but never in a million years are they going to listen to us or make any changes to the product based on our feedback. I genuinely believe iplicit listens to us and I can start to see those changes happening. I like the idea of iplicit and us growing together over the coming years.”
Alex Puttock
Finance Director
Novatech
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“I’ve saved a lot of time on monthly management reports. In iplicit, I’ve created a report I’ve called Board Report and everything is perfectly set out there, the way I need it.”
Natasha Fallows
Head of Finance
Chartered Institute of Plumbing and Heating Engineering
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“The ability to share budget vs actual reports with budget holders has been revolutionary. Previously, we had to build reports in Excel by extracting data from our previous accounting system. Now, budget holders have the access they need.”
Hubert Hutchinson
Head of Finance 
Reprieve
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“Since implementing iplicit, processes such as invoice handling, expense submissions, VAT returns and bank reconciliations are now significantly more streamlined. Manual data entry and duplication have been largely eliminated.”
Jill Smith
Senior Finance Manager
Barwood Capital
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“We’ve gained a day or two each month just from better reporting – and that will get even better.”
Carl Leah
Financial Controller
Field Studies Council
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"Our aim is to minimise manual tasks where possible so the team can dedicate more time to supporting departments and improving data accuracy. iplicit is helping us modernise our processes and shift effort into more value-adding activity.”
Lloyd Wilson
Director of Digital and Communications
Kent Students' Union
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“We have absolutely no regrets about making the change and we'd certainly recommend the system to anyone we spoke to.”
Trevor Pearce
Finance Director
Essential Christian
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“One of my staff was a big Sage advocate because it was all she'd ever known, so she was very nervous about changing. But she recently said to me: ‘I'm pleased that we've done this. I can't believe I thought Sage was great. This far surpasses it.’"
Tom Siviter
Chief Financial Officer
Contract Energy Management
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“Previously, month-end processes could take up most of the following month. Now, we’re looking at getting it down to 7-10 days. We’ve shaved 50% to 60% off the time it was taking."
Frances Slack
Finance Director
London Philharmonic Orchestra
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"The timesaving we experience with iplicit is enormous! We are currently preparing our year-end process, and already we are saving six weeks consolidating the various project balance sheets from various QuickBooks versions. With our old system, each Donor report would take three weeks to produce, with iplicit, a report can be done in less than 2 days!”
Sandra Tcheumeni Boschet
Head of Finance and Administration
Health Poverty Action
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"My finance staff like the fact they can access iplicit from anywhere and are already saving time. To reconcile the main bank account would have taken half a day. Now it takes five minutes."
Darren Tiffney
Director of Finance and Central Services
Yorkshire Wildlife Trust
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"It’s very simple to run an to-the-minute report on latest invoices and instantly identify any variations. From a cash flow perspective, it’s creating a lot of positive change in the routines as to how we used to do things."
Kate Bialek
Financial Controller
du Boulay
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"The general feedback we got from our people around the world – for whom English is a second, third or fourth language – was that iplicit was an intuitive system and they were able to submit their expenses really easily."
Graham Mackay
Chief Operating Officer
BHRC
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“iplicit ticked all the boxes for us and we’ve not looked back – my entire team is still raving about it.”
Garry Mumford
Founder and Managing Director
Insights Associates
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"Being able to rehearse workflows and play with configurations, without risk, has been invaluable to us and also serves to make us much more confident with customisation."
Keith Stephenson
Director of Finance and Operations
ISTD
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"Timesheet invoicing has probably had the biggest impact on us; it was life changing! This is a task that used to be a week-long process, every month, with the old system – now it takes just half a day with iplicit!.”
Laura Orchard
Financial Controller
BAILEYGOMM
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“Everything we wanted before but could never achieve with our old setup. Once we had a demonstration of the iplicit solution, there was no doubt that this was the product for us.”
Sarah-Jayne White
Director
Borg Transmissions
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"Time-saving is a constant theme with the new system; it’s freed up a lot of time in my life – I think I have personally saved up to 10 days every month, compared with how I used to work!”
Ian Newman
Director
Corrotherm
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"As for why I chose iplicit over the other systems? I would say the API was a key criteria for us; we needed to choose a solution that could integrate seamlessly with other systems – not just the one we’d built but others that we use within the company too."
Kristian Salter
Chief Financial Officer
Fireco
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"One of the reasons that we chose iplicit was because of its flexibility to be configured around our business and the way we needed it to work."
Tara Moran
Finance Manager
MJ Flood
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“iplicit has brought about enormous time savings, my colleagues used to work long hours before. That has been cut down quite significantly and they're able to finish their work at 5pm most days."
Anna Nemchinova
Finance Director
The Jewish Chronicle
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“Bank reconciliation has been a big win for our finance team. Now the whole team can see on a day to day basis what’s in the bank and work with that.”
Diane Harvey
Head of Finance
Black Country Living Museum
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"With Sage, we had to log into the bank and manually reconcile it with the finance system. iplicit pulls in all that information automatically and I just review the matches it suggests."
Jonathan O’Sullivan
Accounts Assistant
Richard James
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“It's much easier to create documents with iplicit and the team is always there to help with that. Our old system seems clunky in comparison.”
Helen Bristow
Head of Finance & Resources
Brookes Union
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“I have to report to the directors and at month-end, when it gets busy, there are a lot of last-minute journal entries. I would hate to be in the position where I'm constantly having to update reports. However, with iplicit, you can just click on a button, the data refreshes and the reports are up to date. That is a massive timesaver for me.”
Ian Petherick
Management Accountant
Unit Hire
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“We looked at iplicit and had a presentation made by the team and were really impressed. In the end, we were so impressed we didn’t really look at anything else, we were happy that iplicit would give us everything we were looking for”
Mark Scorey
Finance Manager
Between The Lines
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“I was in charge of creating weekly reports to send to the people that needed them, so I needed to remember on a Friday to send that income report to the fundraising team, our CEO and the Director of Fundraising, and of course I might be away or things might be incredibly busy. Now, using iplicit’s scheduler, all that is done for me.”
Florence Tyler
Assistant Accountant
Lewis-Manning Hospice Care
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“We’ve already saved a lot of time on the balance sheet reconciliations – and when it comes to VAT, I would say it’s cut the time spent on that by at least half. It’s made us more efficient and effective at what we do... When I did the first VAT return, I thought ‘My word, this is so much easier than it used to be’.”
Kevin Pearson
Finance and Resource Manager
Hull University Students' Union
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“We had a very clear idea of what we wanted. We wanted to see our SoFA (statement of financial affairs) live on screen and our balance sheet – without having to export data to Excel and doing the phenomenal amount of manipulation that had previously been done. It became clear to us very quickly that iplicit was what we were looking for.”
David Hickson
Financial Controller
Community Foundation Ireland
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“iplicit has cut the amount of time we spend on bank and other general ledger reconciliations. Not only is there a time saving from previously manually keying transactions into the system, but also a higher level of accuracy as bank and other transactions are automatically entered via the feeds. This enables transactions to be identified earlier which in turn leads to a more satisfied customer as they are quickly enrolled.”
Andrew Fox
Head of Finance
RRC International
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“When we were looking at products, there were two clear competitors. And ultimately, the demos showed that iplicit was light years ahead. It is a product that I'd highly recommend.
Narinder Uppal
Finance Director
The Recruitment Group
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“In our old system, every report had to be pulled out and put into Excel before we could do anything with it. With iplicit, we can run reports and see them on the screen immediately. It's a huge improvement.”
Lindsey Fellowes-Freeman
Director of Finance and Corporate Governance
Martin House
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“We felt iplicit was a lot slicker. When it came to the extra functions we needed, Sage tended to handle it with bolt-ons to the system. And with Sage we’d have needed an SQL server, which we’d either have to put on our premises or pay someone to manage for us. We didn’t want to have to stick a server in the cupboard again, especially since we have two sites, and we didn’t feel confident about a third party running a server for us.”
Ian Wilson
Accounts Manager
Recovery World
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“We probably email the support team once a week with a random query. The support has been phenomenal, from early morning to the evening.”
Charlotte Backshall-McGregor
Interim Head of Finance
West Dean
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“I really like the way I can quickly and easily change how I view information within iplicit. I can view by fund, by period, by project, just by changing the view with the little cog icon, rather than by running six different reports. When I realised I could do that, I thought: ‘Mind blown.’”
Louise Zandstra
Director of Finance and Enterprise
The Charleston Trust
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“I would say the month-end close is about two or three days quicker with iplicit. The work of seven or eight days has been shrunk into five.”
Maria Goddard
Head of Finance
Awen Cultural Trust
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“I’d say we can now do at least 3.5 days of the old way of doing things in less than a single afternoon!”
Lee Cook
Financial Controller
Profiles Creative
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“We moved seven years’ worth of Sage data into the archive and produced opening balances. It was a really easy process, enabling us to shut down our old system and have no need to pay for ‘right to use’ access to get to historical information.”
Adam Johnson
Managing Director
P. Johnson & Son
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“Producing our management accounts used to take between two and three days each month. Now, I don’t need those three days at all. I would say it takes half an hour to an hour.”
Alamgir Hossain
Head of Finance
Al-Khair Foundation
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“The team has not only increased efficiency and saved hours in the working week, but there’s also no longer a need for additional, expensive in-house support or external consultancy costs. We’re delighted we made the switch to iplicit.”
Eilidh Goodwin
Director of Finance
Mestag Therapeutics
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"iplicit allows us to do different things, in a better way. It also future-proofs us, so we don’t have to keep looking to upgrade the software.”
Simon Alderman
Group IT Director
Opera Holdings
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“We’ve seen a lot of time savings with iplicit. At the end of the month, there used to be 30 or so reports to compile in Excel. Now, it’s basically self-serve for the budget holders, so that has saved an incredible amount of time."
Louise Parnell
Director of Finance
Autism Together
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“Before iplicit, we had to use spreadsheets which had been designed by one of my predecessors and over time, changes had been added and eventually started to break, which created a lot of work and manual manipulation."
Helen Houghton
Group Director of Finance
Lincoln Students' Union
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"It’s fantastic, the speed at which you can do things on iplicit... It’s probably going to save a day, if not two days, of work for me or whoever’s going to do the audit"
Rob Eckersley
Director
Solid Wood Flooring Company
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“There's real confidence in the numbers, which wasn’t always there with Exchequer because there were so many manual processes that we had to do. Things like prepayment release and deferred income release are automatic. It gives you confidence so you can report instantly rather than finally getting this month’s management accounts in two months’ time.
Mark Pallett
Finance Manager
CBSO
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"Most student unions have to account for partial VAT and on iplicit this is straightforward – as it can be! - and the VAT return is easy to run, reconcile and submit."
Jane Williams
Head of Finance and Business Support
Reading Students' Union
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“With iplicit, we have everything in one place and it’s such a slick process. Our onboarding team helped us ensure that we have a robust system, and things go where they’re supposed to. That’s a big time saving.”
Tom Marriott
Senior Finance Manager
Landlink Estates
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“It’s hard to calculate exactly how much time iplicit is saving us, but we’re doing significantly more transactions with the same number of people. And what’s more, it’s costing us £30,000 less a year!"
Claire MacDonagh
Director of Finance
Clearview Intelligence
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"At the point when you’re spending most of the money, that’s when you need more accurate, up-to-date financial reporting, which is what iplicit now gives us. Budget holders can see their expenditure live in the system."
Andrew Brownlie
Head of Finance
Edinburgh International Festival
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“From my first interactions with the iplicit team, I could see the system had the potential to give us much more than we were getting from Exchequer.”
Ayesha Khan
Finance Manager
Ex Cathedra
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There’s a lot of inter-company work. iplicit makes that a lot easier by consolidating everything together; there’s no logging out and logging back into a different company, you can just swap between them.
Mark Preston
Finance & Business Manager
The Grand Theatre Blackpool
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"The benefits of iplicit’s reporting are hard to quantify. It’s not just about saving time, I now have the freedom to dive deeper into analysis, driving better business results."
Mahreen Jamil
CFO
SEP2
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“The difference between iplicit and some other systems, like Sage, was that we felt it was growing and could be implemented around our requirements, which are quite specialised. It’s a more powerful system than the ones we’d seen before and more flexible.”
Valerie Bloomfield
Head of Finance and Operations
Peace Direct
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“The most complex of the VAT returns could take three days. Now it’s a few clicks. We can do the VAT returns for the entities that are on iplicit, along with some that aren’t on iplicit, in less than the time it previously took to do one return."
Dean Daniels
Financial Director
Beaulieu Enterprises
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"We looked at a number of systems but iplicit's cloud accounting software platform for charities stood out because of its look and feel and intuitive nature in the way it could be used."
Annabel Kiddle
Head of Finance
Trees for Cities
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"One of the biggest struggles with the previous accounting software was Bank Reconciliation. It was always very time consuming to reconcile the bank with the old way of working. That all changed with iplicit, of course, and the automated reconciliation has saved us days each month."
Jon Anton
Consulting Director
EPM Bus Solutions
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"Transitioning from Exchequer wasn’t nearly as stressful as I expected. Martin was on holiday when we went live with iplicit but people barely noticed the changeover. It was just ‘Goodbye Exchequer, hello iplicit’."
Lisa Dodds
Central Services Coordinator
Durham Students' Union
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"With iplicit, we can issue the management accounts in a third of the time."
Ben Thomas
Interim Director of Finance
Age Scotland
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"If you’re a charity with requirements such as restricted funds and you need that managed, iplicit is a system that can do it. It does all the accounting you’d want."
Sam Singleton
Head of Finance
Carers Trust
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"With iplicit, it’s a great deal easier to produce detailed reports broken down by department or cost centre, thanks to iplicit’s unlimited number of accounting dimensions."
Emma Woodfield
Associate Director
Imray
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"iplicit is one of the best I’ve dealt with. It genuinely feels like we’re working together to achieve a common goal."
Dan Fuke
CFO
SEN Trust Southend
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"It was good to see a tool that checked a lot of the boxes that we believed should be standard in a good accounting system. Those features were just there and ready."
Gurvinder Sandhu
Financial Controller
Dawn Capital
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The real-time reporting has been business changing. We've been able to consolidate all the businesses at once so we can grab very realistic and up-to-date snapshots at a moment's notice.
Sarah Smith
Group Operations Director
A-One Insurance Group
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"iplicit is easily saving the union's finance team 30 hours a week."
Michael Blades
Head of Finance
The Students' Union at UWE
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"iplicit has saved us at least 15 days each month."
Marc Brady
Head of Finance
Walking With The Wounded
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"I used to take around four hours a week to do a payment run - now it takes about 20 minutes."
Jenni Wilson
Finance Director
Pentland Ferries
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FAQs

Do I need to set anything up?

No. iplicit Insights is embedded in your platform. There’s nothing to install, no separate login and no IT involvement required.

Does it require any training?

No specialist training is needed. The dashboard is pre-built and ready to use.  Natural language queries work just as the name suggests –type a question, get an answer. 

Where does the data come from?

iplicit Insights works directly with your live iplicit data. Every insight is drawn from your verified financial records and is traceable to source transactions.

Can the AI invent or assume figures?

No. iplicit Insights only works with data that exists in your platform. The AI never generates, estimates or assumes figures. Each number has a source.

Who can access iplicit Insights

Access follows your existing iplicit permissions and role configuration. Your data controls stay exactly as they are.

What financial data is covered?

The Executive Finance Dashboard includes cash balances, P&L, revenue trends, and AR/AP KPIs across your entities, in a single consolidated view.

Want to see iplicit in action?

Book your demo and discover how iplicit can simplify your finance operations, automate manual processes, and give you real-time visibility - wherever you work.

Book a demo
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