Numina can create a Financial Position and Trend Analysis Summary for you within the 'Current Numbers' screen in Clarity. This is an amazing tool to use when prepping for a client meeting.

It is important to note that you should not use Numina in front of a client during a meeting, Numina is here to help you with points to bring up in the meeting and give you confidence.

Within the 'Current Numbers' screen, you can select 'Get AI Assistance' - this button will open the chat function with Numina who will then analyse the period selected and analyse the data between prior periods.

Once you have selected this button, Numina's chat function will appear on the right hand side of your screen. Numina will begin to ask you if you would like assistance, at this point you can choose to say 'Yes' and she will continue to assist you

Once you have agreed to continue by choosing 'Yes' - Numina will confirm what period you would like to use, at this point you can choose to select another period if you wanted to.

After confirming the period you would like to choose Numina will then begin reviewing the numbers and will produce a Financial Position and Trend Analysis Summary.

Numina is looking at trend analysis from the prior 12 months performance and will also compare this to up to 3 years of prior data.

Numina will then give you the option to download these results as a PDF or Word Document.

As mentioned above, you should not use Numina in front of a client during a meeting, Numina is here to help you with suggested points and trends when you are preparing for the meeting. This will help speed the preparation process up and confirms to your team members that they do have the necessary knowledge and skills to have these meetings.
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