Growth+ Plan

AI Query Interface

Ask ACOS 20 predefined business questions across profitability, cash flow, team, pipeline, and projects — no natural-language typing required, just click a question and get a data-driven answer instantly.

What It Is

The AI Query Interface (Ask ACOS) is a set of 20 predefined, deterministic queries against your real operational data — not a freeform chat with an LLM. Each question runs a fixed calculation and returns a structured result: a ranked list, a bar chart, or a set of summary numbers.

The 5 Categories

Category# QueriesExample question
Profitability5“Which projects were most profitable?”
Cash Flow4“How much money am I owed right now?”
Team3“Who is overloaded next week?”
Pipeline4“Where do my best deals come from?”
Projects4“Which projects have gone over estimated hours?”

Running a Query

1

Open the Ask ACOS tab

Filter by category using the pills, or leave it on All to see every question grouped by category.

2

Set a period, if the question needs one

Some questions support This month, This quarter, This year, or Last 12 months. Questions that don't need a time window skip the period selector entirely.

3

Click Run

The result appears inline below the question, expanded by default.

Result Caching

Each query result is cached per organization, per query, and per parameter combination (e.g. same question + same period) for one hour. Re-opening a question you already ran within that hour returns the cached answer instantly and does not count against your daily quota. Click the refresh icon on an already-run question to force a fresh calculation.

Daily Limit

Each organization gets 50 non-cached query runs per day, shared across everyone in the org — it's not a per-user allowance. A warning banner appears once you have 10 or fewer runs left for the day.

Cached hits are free. If your team keeps re-opening the same handful of questions, you'll rarely approach the daily limit — it's designed to bound the cost of genuinely new calculations, not routine re-checking.

Access

The AI Query Interface is available on the Growth and Scale plans. Starter and Free organizations see a locked tab with an upgrade prompt instead.

FAQ

Can I write my own custom question?

Not yet. The interface is limited to the 20 predefined questions in the catalogue. Freeform natural-language querying is on the roadmap for a later AI phase.

Does running a query send my data to a third-party AI model?

No. These are deterministic database queries computed inside ACOS, not LLM calls — nothing is sent to an external AI provider to answer them.

What happens when I hit the daily limit?

Any new (non-cached) query returns an error telling you the daily limit was reached and to try again tomorrow. Already-cached results from earlier in the day remain viewable.

Why don't all questions have a period selector?

Some questions are inherently point-in-time — like current outstanding receivables — so a historical period wouldn't change the answer. Those skip the period control entirely.