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Advisory Settings

This guide explains how to tune Advisory for your firm: which signals flag a client, how sensitive each one is, and how drafted notes sound.

Opening Advisory Settings​

Go to Settings > Advisory. You need the Manage advisory settings permission, which Owners and Admins have by default.

Settings apply to the whole firm. Changes take effect the next time the Advisory view loads.

Signals​

Each signal has an Enabled switch, and all signals are on by default. Toggle Enabled off and the signal stops flagging clients. Items it already raised are resolved on the next refresh.

Thresholds​

Each enabled signal has one or more thresholds. The defaults suit most practices, so change them only where your clients differ.

SignalThresholdsDefault
Tax filing dueFlag when due within a number of days. Mark Urgent within a shorter windowFlag within 30 days, urgent within 7 days
Overdue receivablesMinimum overdue amount, minimum invoice count, and the age of the oldest invoice that makes it Urgent100000 minor units, 3 invoices, urgent after 60 days
Bank feed brokenNo thresholds—
Bank feed staleDays without a sync before the feed counts as stale7 days
Unmatched bank itemsMinimum number of unmatched bank lines20
No bank feedOnly flag a client that has booked something within this many days90 days
No recent activityDays without a booked transaction30 days
Bookkeeping issuesMinimum number of high-priority findings1
Year-end planningFlag when the fiscal year end is within a number of days45 days
Cash runway lowFlag when runway falls below a number of months1 month
Current ratio below 1Flag when the current ratio falls below a value1
Cash surplusFlag when runway is above a number of months and the balance is at least a minimum amountRunway above 6 months, balance of at least 1000000 minor units

Amount thresholds are entered in minor units, so £500 is entered as 50000. The default of 100000 is 1,000.00 in your currency, and 1000000 is 10,000.00.

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The plausibility checks that replace an unlikely metric with Check the books are not thresholds and cannot be changed here. They catch figures no accountant would show a client, such as a negative current ratio, and keep them out of signals and notes.

Note Tone​

The Note tone section controls how AI-drafted notes read.

  • Style — Warm for a friendly, conversational note, Formal for a measured one, or Brief for the shortest version. The default is Warm.
  • Firm name in notes — How your firm is referred to in the body. This is blank by default.
  • Sign-off — The closing line, such as "Kind regards, The Hartley & Co team". The default is "Kind regards".

The Purpose chosen when drafting (Reminder, Heads-up, Advice or Book a call) shapes each note's structure on top of the firm-wide tone.

AI Drafts Per Day​

AI drafts per day (firm) caps how many notes the whole firm can draft in a day. The default is 100. Drafting again counts as a new draft, and so does each client in a bulk round from the Queue. Editing and sending do not.

Saving Changes​

A save bar appears when you change anything. Select Save settings to apply, or Discard to drop the changes. Reset to defaults returns every signal, threshold and tone setting to the Fiskl defaults.

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Lowering a threshold can flag many clients at once. Check the Advisory view after saving, and raise the threshold again if the list becomes noise.

Common Issues​

The settings page says you need a permission

You need Manage advisory settings. By default only Owners and Admins have it. Ask an Owner to turn it on for you in the Advisory category of your permissions. See Roles and Permissions.

You changed a threshold but the list looks the same

Settings apply when the Advisory view next loads. Open the view and select Refresh signals.