AI business insights

TradeFlow's AI analyses your business data and surfaces patterns, opportunities, and risks you might miss.

How to access it

Go to Client Insights in the sidebar. The AI reviews your jobs, quotes, invoices, and client history to generate recommendations.

What it looks for

• Revenue trends: is revenue growing, flat, or declining?
• Client patterns: which clients are your most profitable? Who hasn't booked in a while?
• Quote conversion: which types of quotes convert best? Where are you losing work?
• Pricing opportunities: are you undercharging compared to your margins?
• Seasonal patterns: do certain months bring more or less work?

How it works

The AI uses your actual TradeFlow data. Nothing is shared externally. Insights are generated on-demand when you visit the page.

Tips

• Check insights monthly to spot trends early.
• Use the recommendations to adjust your pricing, follow up with quiet clients, or focus marketing on high-converting services.