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Insights & AI Copilot

Ask the question. Get the number and the reason.

Copilot reads your actual ledger — counts, invoices, recipes, sales — and answers with attribution, not adjectives. Every answer links back to the report behind it.

  • Plain-language answers grounded in your own data
  • Report catalog plus a builder for the rest
  • Scheduled exports to the people who need them
Insights
Dashboard · Reports · Tools
Ask SmartOps
DashboardReportsTools
Food cost
28.4%
Locations on target
3 / 4
Recommended next action

Review Airport beef variance before period close.

Ask SmartOps
Why did food cost jump at Airport?
Airport is 3.2 points above group. Beef usage explains $3,120 of the gap, concentrated on ribeye.
Open varianceAssign follow-up
01Capabilities

Analysis without an analyst

Dashboards

  • Group and location views
  • Food cost, prime cost, variance
  • Exceptions needing attention
  • Role-specific home screens

Daily briefs & alerts

  • Prioritized daily brief
  • Data-health checks
  • Exception queues
  • Proactive cost alerts

Report catalog

  • COGS, AvT, menu engineering
  • Vendor spend and price trend
  • Inventory valuation
  • Count review reports

Builder & scheduling

  • Drag-in fields and filters
  • Saved views per role
  • Scheduled email delivery
  • CSV and accounting exports

AI Copilot

  • Ask about any period or location
  • Cited, drill-through answers
  • Suggested next actions
  • Permission-aware responses
02Report builder

Build it once, schedule it forever

The questions leadership asks every period shouldn't require a person to assemble a spreadsheet every period.

  • Fields drawn from the same ledger the reports use
  • Filters by location group, brand, period and category
  • Saved and shared views with role-scoped access
  • Automatic delivery on your close calendar
Insights
Reports catalog
Search reports
DashboardReportsTools
Actual vs Theoretical
Open report →
Menu Engineering
Open report →
Vendor Spend
Open report →
Inventory Valuation
Open report →
Count Review
Open report →
Data Health
Open report →
03Guardrails

AI that stays inside your permissions

Copilot answers from the data the person asking is already allowed to see, and shows the records behind every claim.

04Daily control

The exceptions that matter, before the day gets away

Daily briefs combine data-health issues, cost movements, missing records and workflow exceptions into one role-aware action list.