AI Insights & Copilot
Sharp CFO/COO/PE Operating Partner persona · Natural language analytics
OnlineGPT-Class · v4.2
Insights Generated
1,284
▲ 42.0%
Anomalies Caught
318
▲ 28.0%
$ Recovered
$612K
▲ 36.0%
Hours Saved
924
▲ 48.0%
Conversation
Ask the YMC Copilot
Engine
Capabilities
- Variance & root-cause
- Forecasting & scenarios
- Anomaly & risk detection
- Workflow optimization
- Strategic recommendations
Stream
Recent Insights
Margin compression in Renewables
Renewable Energy margin slipped 280 bps QoQ as subcontractor costs outpaced billable utilization. Re…
Unbilled A/R up 14% MoM
Conversion lag concentrated in two infrastructure programs. Automating WIP-to-invoice handoff is pro…
AI close automation paying off
Reconciliation copilot has reduced WD+5 effort by 36% MoM. Duplicate expense detection caught $48K i…
Forecast deviation: Q4 Revenue
Pipeline conversion is trailing forecast by 6.8%. Two enterprise utility deals are slipping into Q1;…
Data Lineage
5 sourcesSource Documents Powering This View
| Code | Dataset | System of Record | Source Document |
|---|---|---|---|
| YMC AI Copilot | AI Intelligence Layer | ||
| General Ledger | QuickBooks Online (per Aug Close Pack) | ||
| Project Cost & Margin | Deltek Vision | ||
| WIP / Unbilled A/R | Deltek Vision | ||
| Forecast / North Star | Finance (YMC North Star Plan) |
Every figure on this page traces back to one of the source documents above. Hover any SRC tag on a panel or KPI to view the originating system and file. Source codes are stable and survive system migrations — only the registry mapping changes.