Review risk and anomalies with AI CFO

A risk or anomaly is a signal that needs review, such as lower collections than usual, a large expense, unexpected owner balance, or a tenant with repeated delays.

The signal does not prove an error. It may be caused by missing data, an unrecorded payment, or a normal lease change.

Start from the source: lease, invoice, payment, expense, or owner statement. Then compare the current period with a similar period and confirm there are no filters or missing records.

Do not edit a lease, owner balance, or tenant escalation based only on an AI answer. Do not use AI output as legal or accounting evidence without qualified review.

Automated anomaly and risk detection needs Product Review before being documented as a complete workflow for every agency. This article explains safe usage when such signals appear.

Every AI CFO answer depends on lease, collection, expense, and owner balance quality. If the source data is incomplete, the answer will be incomplete.

Use AI CFO for analysis, question framing, and suggested actions, then review results with a person before execution.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This workflow needs Product Review. Use it as conceptual guidance only until Product confirms the final status.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.