Feature

Briefs and alerts that run for you

Signals are scheduled briefs and conditional alerts that run in the background. Describe the brief you want each morning or the condition you want watched — CentSight builds the plan and delivers it as a [Report] or [Alert], in-app and by email.

Signals
Create Signal
Monday cash brief
Invoice 30 days overdue
Weekly burn report
Low-runway alert
[Report]Monday cash brief

Cash $1,842,300.00 · burn $96,400.00 · runway 19 months. Healthy.

Delivered in-app + email · read-only3 active · 1 paused

Put your reporting on a schedule.

Most founders check their numbers when they remember to — which is rarely the moment something needs attention. Signals flip that around. You tell CentSight what you want to know and when, and it runs the work in the background and brings the answer to you.

A Signal is either a recurring brief — “every weekday at 8 AM, send me cash, burn and runway” — or a conditional alert — “tell me when any invoice goes 30 days overdue.” Briefs run on the cadence you set; alerts are evaluated on every sync. Either way, the result lands in-app and by email, tagged [Report] or [Alert], with a link to the full report.

CentSight reads QuickBooks Online and your bank through Plaid — read-only, always. Signals never move money or write back to your books; they watch, summarize, and tell you what changed. Pair them with real-time dashboards and you have both the live picture and the scheduled summary.

What's in a Signal

  • A label and a plain-English task description
  • A Generated methodology you can review before it runs
  • A cadence: recurring brief or conditional alert evaluated on sync
  • Notify modes — Always, Conditional, or Never
  • Run Now plus full run history (Running / Completed / Failed)
  • Delivery in-app and by email, tagged [Report] or [Alert]

Describe it once. It runs from there.

01

Describe it

Describe what you want

Tell CentSight in plain English: “Every weekday at 8 AM, send me a morning brief on cash, burn and runway,” or “Alert me when any invoice goes 30 days overdue.” Give it a label, the task, and the cadence — recurring brief or conditional alert.

  • Plain English — no formulas, no setup screens
  • A recurring brief or a conditional alert
  • Give it a label, the task, and the cadence
Every weekday at 8 AM, send me a brief on cash, burn and runway.
Ask me anything about your finances...
02

Generate the plan

Generate the plan

The Generate Plan advisor turns your request into a Generated methodology — exactly what the analyst will check each time it runs — and confirms when it's ready. You review it, adjust the output notes, and set it Active.

  • A Generated methodology you can read before it runs
  • Adjust the output notes, then set it Active
  • Run Now any time to preview the result
SignalsUpdated Today
Duplicate vendor chargeCritical

Same vendor billed twice — $2,400.00, caught ~3 weeks before close

[Alert]

Software / tools spendMonitor

$14,200.00 this month, +28% vs prior

[Report]

AR over 60 daysMonitor

$38,000.00 outstanding, +15% vs prior

[Alert]

QuickBooks Online (OAuth) · read-onlyView all →
03

It runs on cadence

It runs on your cadence

Active Signals run in the background on the schedule you set; conditional alerts evaluate on every sync. No dashboards to babysit. You can Run Now any time and review the full run history.

  • Briefs run on the schedule you set — daily, weekly, your call
  • Conditional alerts evaluate on every sync
  • Run Now plus full run history, nothing to babysit
Signals
Create Signal
Monday cash brief
Invoice 30 days overdue
Weekly burn report
Low-runway alert
[Report]Monday cash brief

Cash $1,842,300.00 · burn $96,400.00 · runway 19 months. Healthy.

Delivered in-app + email · read-only3 active · 1 paused
04

Delivered to you

Delivered as a Report or Alert

Each result arrives in-app and by email, tagged [Report] for a scheduled brief or [Alert] for a triggered condition, with a “View full report” link. The numbers come with you — no logging in to find out what happened.

  • Lands in-app and by email — no logging in to find out
  • Tagged [Report] for a brief, [Alert] for a triggered condition
  • A “View full report” link straight to the detail
Did my morning brief run today?

The briefs and alerts worth setting up first.

Morning cash brief

Start every weekday with cash, burn, and runway in your inbox. A recurring brief runs at 8 AM and lands as a [Report] before your first meeting.

Overdue-invoice alert

Ask CentSight to alert you when any invoice crosses 30 days overdue. The condition is checked on every sync and arrives as an [Alert] the moment it trips.

Weekly burn report

Close out the week with a burn summary — spend by category, the month-over-month delta, and what moved. Scheduled once a week, delivered as a [Report].

Low-runway alert

Set a runway floor and let CentSight watch it for you. When runway drops below your threshold, you get an [Alert] early enough to raise, cut, or collect.

Large-payment heads-up

Get a heads-up when an unusually large charge clears, so a five-figure debit never surprises you on a statement two weeks later.

Questions about Signals

How are Signals delivered?

In-app notifications and email — that's it. Each one is tagged [Report] for a scheduled brief or [Alert] for a triggered condition, with a “View full report” link straight to the detail.

What's the difference between a brief and an alert?

A brief runs on a fixed cadence — daily, weekly, whenever you choose — and summarizes the numbers you asked for. An alert is conditional: it's evaluated on every sync and only reaches you when the condition you set is met, like an invoice crossing 30 days overdue.

Can Signals change anything in my books?

No. CentSight connects to QuickBooks Online and your bank through Plaid in read-only mode. Signals watch and summarize — they never move money or write back to your accounting software.

How do I create one?

Describe the brief or alert you want in plain English. The Generate Plan advisor produces a Generated methodology — what the analyst will check each run — and you set it Active. You can Run Now any time and pause or archive a Signal whenever you like.

Ready to set yours up?

Start your free trial and let the briefs and alerts come to you.