Responsible usage and AI CFO limits

Ask specific questions, verify numbers from source pages, and do not rely on AI alone for sensitive legal, tax, or financial decisions.

Risk and anomaly analysis exists in parts of the system, but outputs should be treated as review signals rather than definitive proof.

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 is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

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.