Forum Discussion

Mike_MYOB's avatar
Mike_MYOB
Community Manager
1 month ago

New in AI Business Insights (Beta): Cash and Profit in Your numbers

We’ve expanded AI Business Insights (Beta) so you can now see Cash and Profit alongside Income and Expenses in the Your numbers view. This gives you a clearer picture of how money is moving through your business and what you’re really keeping after costs. 

What’s new 

  • Cash view – Track how your cash position is changing over time so you can spot dips or improvements earlier. 
  • Profit view – See how your profit is trending, helping you understand if pricing, margins and operating costs are heading in the right direction. 
  • All inside Your numbers, with the same interactive charts you already use to compare periods and explore trends. 

How to try it 

  • Open AI Business Insights (Beta) from the purple banner on your MYOB Business dashboard. 
  • Select Your numbers  
  • Use the filters to choose Cash or Profit and a time period (eg Last Month) 
  • Scroll down to review the charts and summaries, and jump into your usual reports (like Profit and Loss) when you want to cross-check the detail. 

Share your feedback 

These Cash and Profit views are part of the ongoing AI Business Insights (Beta), so your feedback is important. 

  • Use the thumbs up / down controls in-product where available. 
  • Or reply in this community thread with what’s working well and what could be clearer.


 

Thanks!

2 Replies

  • Mike_MYOB's avatar
    Mike_MYOB
    Community Manager
    1 month ago

    Hi Trevor_Harrison​ ! Thanks for your interest.
    I will send you a private message to get some file details from you.
    As long as you have an active bank feed and up-to-date income and expense data this should be no problem.

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