The Business Intelligence Report in BrightManager gives you an instant, AI-generated snapshot of any UK private limited company client — drawing on live Companies House data. The questions below cover everything you need to get started.
1. What is the Business Intelligence Report?
An AI-written company briefing pulled together from publicly available Companies House data — including a financial summary, risk flags, and a couple of useful talking points for your next client meeting.
2. Where do I find it?
Inside any UK private limited company client file — select Generate Report in the top right corner.
3. What data does it use?
Companies House data only. No client data leaves BrightManager.
4. Are there any prerequisites?
Yes — the client must have a valid Companies House number saved in their record. Without it, the report won't run.
5. How current is the data?
The report uses live Companies House data, so it reflects the most up-to-date position on record.
6. Which clients can I run it for?
UK private limited companies with a Companies House number on file.
7. What does the report cover?
Financial summary, risk flags, and talking points.
8. Can I trust the AI-generated content?
It's designed to support your judgement, not replace it — sense-check the output before acting on anything.
9. Can I share the report with my client?
Yes — the report can be exported.