Update help docs and AI knowledge base for 4 new AI bookkeeping features
- Reports.cshtml: added AI Payment Risk Prediction, Ask Your Financials, and Bank Rec Auto-Match subsections under AI-Powered Reports; updated on-this-page nav with sub-links for all three - AccountsPayable.cshtml: added Recurring Bill Detection section explaining pattern cards, frequency types, confidence badges, next expected date, and the 2-occurrence minimum - HelpKnowledgeBase.cs: added Recurring Bill Detection to BILLS section; added AI Payment Risk Prediction and Ask Your Financials to REPORTS available-reports list; added features 12–15 to AI FEATURES section (Recurring Detection, Payment Risk, Financial Query, Bank Rec Auto-Match) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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</p>
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</section>
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<section id="recurring-detection" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-arrow-repeat text-primary me-2"></i>Recurring Bill Detection
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</h2>
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<p>
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The <strong>Detect Recurring Bills</strong> tool is accessible from the Bills list via the
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button in the top-left of the page, or directly at
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<a asp-controller="Bills" asp-action="RecurringDetection">/Bills/RecurringDetection</a>.
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Click <strong>"Detect Recurring Bills"</strong> and Claude analyzes the last 12 months of your
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bill history to find vendors you pay on a regular schedule.
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</p>
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<p>
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Each detected pattern is shown as a card with:
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</p>
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<ul class="mb-3">
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<li class="mb-1"><strong>Vendor name</strong> and detected frequency (monthly, quarterly, biannual, annual).</li>
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<li class="mb-1"><strong>Typical amount</strong> — the usual charge from that vendor.</li>
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<li class="mb-1"><strong>Next expected date</strong> — Claude's estimate of when the next bill is likely to arrive.</li>
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<li class="mb-1"><strong>Confidence badge</strong> — High (4+ consistent occurrences), Medium (2–3 occurrences or variable timing), Low (weak pattern, worth monitoring).</li>
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<li class="mb-1"><strong>Suggested action</strong> — for example, "Set a monthly reminder for this bill."</li>
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</ul>
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<p>
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This is useful for cash flow planning — knowing that a $1,200 electricity bill arrives on the
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15th every month, or that your insurance renews every January, lets you reserve funds in advance
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and avoid surprises. High-confidence patterns are reliable enough to act on; Low-confidence
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patterns are worth keeping an eye on but should not be treated as certain.
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</p>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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Recurring bill detection requires at least 2 occurrences of a vendor bill at a similar
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interval to detect a pattern. Shops with less than 2 months of history will see few or no
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results. The scan covers bills only — direct expenses are not included.
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</div>
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</div>
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</section>
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<section id="expense-accounts" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-folder2-open text-primary me-2"></i>Expense Accounts
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@@ -251,6 +251,57 @@
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You can edit the draft before sending.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">AI Payment Risk Prediction</h3>
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<p>
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Available inside the <strong>AR Aging</strong> report (<a asp-controller="Reports" asp-action="ArAging">/Reports/ArAging</a>).
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Click <strong>"Predict Payment Risk"</strong> at the bottom of the page to have Claude analyze
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each open AR customer and assign a risk level:
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</p>
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<ul class="mb-3">
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<li class="mb-1"><strong>High</strong> — customer has a history of late payment and is already overdue; prioritize a phone call today.</li>
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<li class="mb-1"><strong>Medium</strong> — overdue but reasonable history, or current but spotty past performance.</li>
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<li class="mb-1"><strong>Low</strong> — typically pays on time; no immediate follow-up needed.</li>
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</ul>
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<p>
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Each prediction includes an estimated number of additional days to collection and a one-sentence
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explanation of the scoring. Use this to triage your collection calls — start with High-risk
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customers first.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Ask Your Financials (Natural Language Queries)</h3>
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<p>
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A conversational AI tool at <a asp-controller="Reports" asp-action="FinancialQuery">/Reports/FinancialQuery</a>
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that lets you ask plain-English questions about your business finances and get direct answers
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grounded in your actual data. Example questions:
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</p>
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<ul class="mb-3">
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<li class="mb-1">"What was our revenue this year?"</li>
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<li class="mb-1">"What are our biggest expenses?"</li>
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<li class="mb-1">"Which month had the highest revenue?"</li>
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<li class="mb-1">"How much do customers owe us?"</li>
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</ul>
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<p>
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Each answer includes <strong>supporting facts</strong> pulled directly from your data so you can
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verify the figures, and a <strong>follow-up suggestion</strong> for what to ask next. Claude
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will not invent numbers — if the data is not available in the snapshot, it says so. The page
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also shows clickable example chips and remembers your last 5 questions during the session.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Bank Rec AI Auto-Match</h3>
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<p>
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Inside <strong>Bank Reconciliation</strong> (<a asp-controller="BankReconciliations" asp-action="Index">/BankReconciliations</a>),
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the <strong>Reconcile</strong> working view includes an <strong>AI Auto-Match</strong> panel.
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Click <strong>"Suggest Matches"</strong> and Claude analyzes all uncleared transactions against
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your statement ending balance, then suggests which items to mark as cleared — sorted by
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confidence score with a one-sentence reason for each.
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</p>
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<p>
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Click <strong>"Apply All Suggestions"</strong> to accept them in bulk; the checkboxes are marked
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and persisted automatically. Review the highlighted rows (shown in blue) before applying if you
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want to verify each one individually. Auto-match does not complete the reconciliation — you
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still click "Complete Reconciliation" yourself once the difference reaches $0.00.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Powder Insights</h3>
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<p>
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An AI-powered analysis of your powder usage patterns, efficiency, and cost optimization,
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@@ -304,6 +355,9 @@
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<a class="nav-link py-1 px-3 small text-body ps-4" href="#financial-reports" style="font-size:.75rem">Sales Tax Report</a>
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<a class="nav-link py-1 px-3 small text-body" href="#operations-reports">Operations Reports</a>
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<a class="nav-link py-1 px-3 small text-body" href="#ai-reports">AI-Powered Reports</a>
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<a class="nav-link py-1 px-3 small text-body ps-4" href="#ai-reports" style="font-size:.75rem">Payment Risk Prediction</a>
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<a class="nav-link py-1 px-3 small text-body ps-4" href="#ai-reports" style="font-size:.75rem">Ask Your Financials</a>
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<a class="nav-link py-1 px-3 small text-body ps-4" href="#ai-reports" style="font-size:.75rem">Bank Rec Auto-Match</a>
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<a class="nav-link py-1 px-3 small text-body" href="#pdf-export">PDF & CSV Export</a>
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</nav>
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</div>
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