How to use Boardroom's AI Insights

Boardroom White Label's AI Insights gives agencies and accounting firms a centralized view into an AI agent that continuously monitors their clients’ data and identifies important trends, opportunities, and issues.

Use AI Insights to move beyond reporting and turn your clients’ data into actionable advisory conversations.

View AI Insights for a Client

1. Click AI Insights in the main menu.
2. Select the client you want to review.
3. Adjust the time period as needed.
4. Review the AI-generated insights for that client.

Insights may highlight important trends, changes, opportunities, or areas that deserve your attention.

Turn an Insight Into a Client Conversation

When you find an insight that would be valuable to discuss with your client, you can use Boardroom to draft an email for you.

1. Check the box next to one or more insights you want to share.
2. Click Draft Client Email.
3. Boardroom will generate a draft email based on the selected insights.
4. Review and customize the email as needed before sending it to your client.

The email includes a call-to-action to book a call, making it easy to turn an important data insight into a client conversation.

Turn Data Into Advisory Opportunities
AI Insights is designed to help agencies and firms become more proactive with their clients.


Instead of waiting for a client to ask a question or identify a problem, you can use the AI agent's ongoing analysis to proactively reach out when something important is happening in their business.


This can help you:

• Identify opportunities to provide additional strategic advice
• Start higher-value conversations with clients
• Demonstrate the value of your ongoing services
• Create opportunities for additional billable advisory work
• Strengthen client relationships through proactive communication

Make Every Client Review More Valuable
AI Insights helps transform Boardroom from a reporting tool into a proactive advisory engine. Regularly reviewing your clients' insights and using the Draft Client Email feature can help your team consistently turn data into meaningful client conversations and new opportunities.