Feature Release: Insights
Treasury teams are expected to report faster and decide with more confidence, but their data is scattered across disconnected systems, manual exports, and spreadsheets. Getting a unified view of a complete treasury position takes hours when it should take minutes, leaving finance leaders without a timely, accurate picture when it matters most.
Insights changes that. Join DebtBook for the debut of Insights, our proactive AI layer that gives treasury and finance teams executive-level visibility across cash, debt, and investments every morning, before the day begins.
With Insights, you get:
- A unified KPI dashboard of your complete treasury position across cash, debt, and investments, delivered to you first thing each morning
- AI callouts that surface risks, anomalies, and opportunities before you have to ask
- Marty, your on-demand AI analyst who lives inside of Insights and provides sourced, context-rich answers about your portfolio in seconds.
Every number in Insights is computed directly from your organization's own live data. Not the internet, not benchmarks, not another customer's records. And because public finance demands accountability, every AI-suggested action requires human review before anything moves forward.
Whether you're a current DebtBook customer or evaluating your options, you'll leave with a clear picture of what purpose-built AI looks like for public finance.
