AI Advisor
Intelligent analysis of your workspace — delivered as clear reports, action items, and a daily briefing. Built with privacy at its core.
Your data, working for you.
Everything your team tracks in Ascend — time, tasks, projects, invoices — is connected. The AI Advisor reads across all of it and surfaces what actually matters: what's at risk, what's performing, and what to do next.
- Full analysis reports with charts and visualisations.
- Prioritised action items and concrete suggestions.
- Daily briefings so you start the day informed, not scrambling.
- Automatic PII redaction — your client data stays yours.
What the advisor does.
Three core capabilities, working together across your workspace.
Analysis Reports
Charts, insights, and action items generated from your workspace data. Run a report any time, or let the advisor run one for you.
Daily Briefing
Start each day with a generated summary of what needs attention — overdue tasks, upcoming deadlines, and team utilisation at a glance.
Privacy First
Automatic PII redaction before any data leaves your workspace. Your data is never used to train models. No opt-out required.
How the AI helps.
The advisor isn't a chatbot. It works through your connected data and flags specific, actionable findings. Here's what it looks at:
Project health checks
Spot at-risk projects before they go off the rails — overdue tasks, stalled progress, and budget drift flagged automatically.
Time utilisation analysis
See which clients and project types are consuming capacity, and where billable hours are slipping through the cracks.
Revenue forecasting
Estimate upcoming invoiceable work based on active projects, tracked time, and historical patterns.
Scope creep detection
Get alerted when a project is tracking well above its original estimate before the client conversation becomes awkward.
Property suggestions
The advisor recommends missing database fields, status values, or tagging improvements based on how your team actually works.
See what your data has been trying to tell you.
Available on all Ascend plans. No setup required — the advisor starts working as soon as your workspace has data.