Skip to main content
Ask AI in the Recurso dashboard

Ask AI in the Recurso dashboard

​
What Ask AI does

Ask AI (the Ask your data page, at /ask) lets you ask billing questions in plain English. Recurso translates your question into a read-only, tenant-scoped query, runs it against your own data, and shows the result — so every answer is grounded in your workspace, never anyone else’s.
Answers are read-only. Ask AI only reads your billing data to answer a question; it never changes anything.

​
Asking a question

1

Type your question

Enter a question in the box — for example “Which customers churned last month?” — and click Ask. While it works, the button reads Thinking….
2

Or pick an example

Chips below the box offer starter questions you can click to run immediately, such as:
  • What was my MRR growth over the last 3 months?
  • Which plan has the most active subscriptions?
  • How many invoices are overdue, and for how much?
3

Read the result

Row-shaped answers render as a table — and when the shape fits (a time series or a small categorical breakdown), Recurso also draws a chart, with a Chart/Table toggle. Single values render as text. Expand Show the SQL it ran to see the exact query Recurso executed.
4

Keep, re-run, or export

Every answer is kept as a running history on the page (stored in your browser), so a reload or a return visit keeps your results. Each answer can be re-run, downloaded as CSV, or removed; Clear history empties the thread.

​
Notes

  • Questions run as read-only, tenant-scoped queries — results only ever cover your own account’s data.
  • History is stored locally in your browser, not on the server.
  • If a question can’t be answered, you’ll be asked to rephrase it.
  • Ask AI depends on a GenAI provider being configured for the deployment. If it isn’t enabled, the page tells you so instead of returning a result.

Finance reports

Prebuilt MRR, revenue recognition, and trial-balance reports.

Overview

Headline metrics for your billing.