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Insights · FREE MODULE

Your business data. Clearer priorities.

Spot overdue payments, delays and, where source links are available, completed work that still needs an invoice. Insights brings together weekly checks from the Spona modules you use, explains the amounts and dates behind each result, and links you to the relevant record.

InsightsThe essentials, together
01Weekly checks of your business data
02Clear explanations of amounts and deadlines
03Suggested actions with links to records
04Weekly email and previous results
Free core module · AI Summary add-on coming soon
HOW IT FITS YOUR DAY

From weekly checks to your next action.

From the modules you use

Actual Spona Insights · Week 41, 5–11 October 2026. Demonstration data, with the source amounts, dates and recommended next steps. Opportunity value is not invoiced revenue.

  1. 01

    Use the records you already have

    Turn on Insights for your company. It checks the records you can access in Sales, Work, Finance, Purchasing and CRM. You do not need to enter the same information again.

  2. 02

    Review your priorities

    Start with the items that need attention, then review the other results. Each insight explains the source figures and their impact on payments, deadlines or business performance. Some checks need enough history or supported source links. Croatian and Irish invoice checks use their respective Sales records. Supported Irish invoices linked to Work show the remaining stage value before VAT after partial invoices and credits. Older unlinked invoices or changed sources show incomplete coverage.

  3. 03

    Open the relevant record

    Follow the suggested action to review an invoice, prepare billing or record a follow-up in CRM. You stay in control of the next step.

  4. 04

    Follow changes over time

    Compare the weekly results and revisit earlier reviews within your current source permissions. Turn on the weekly email if you want a reminder to check your priorities.

PAID ADD-ON · COMING SOON

More detail.
When you need it.

AI Summary is coming soon. Your weekly checks and findings are available now.

AI summary

Coming soon: AI Summary, an optional paid add-on for a short written overview of your insights. Record names are replaced with placeholders before the findings are sent to the AI provider. You can check the summary against the source records.

Before you get started.

Do I need the AI add-on to use Insights?

No. The free Insights module uses defined rules to check your company’s records and explain the results. Current and saved views respect your source permissions. Each check explains missing history or unsupported sources. The optional paid AI Summary is coming soon; it is not required for the weekly checks.

Do I need every module?

No. Start with this module and activate other areas when you need them. Standard Power add-ons are also optional and free.

Weekly checksFree · Available now
AI SummaryOptional paid · Coming soon
A LITTLE LESS BUSYWORK STARTS HERE.

Start with your company.
Grow at your pace.

Start with one module. Bring the rest along when you’re ready.

Choose your modules →Free ERP and standard Power add-ons. Optional financing carries a separate fee.

Start with your company.
Grow at your pace.

Choose your modules →