View automated activity insights

Open the overview

Open the firm-level insights page. What AirBill did shows activity across your active clients. Check the scope description: a client-specific version of the panel covers only that client.

Choose 24h, 7d, 30d or Quarter. The default is the last 30 days; Quarter covers the current quarter.

Understand the counts

The panel shows processed documents, matched transactions, booked entries, postings to Exact and raised or resolved review flags. These stages can concern the same records. Do not add them together as a count of unique documents.

Additional information may show documents captured from email, counterparties created and invoices automatically reconciled.

Estimated time saved

Time saved is a calculated estimate based on automated actions. It is not a timesheet or a guarantee of your actual savings.

This activity overview does not prove that every entry is correct or complete. Use the client records, review flags and Exact log to inspect individual results.

An empty overview reports no automated activity in the selected window. A loading error is different: try again later before concluding that nothing was processed.