Setting up your Alerts

Alerts are your financial early warning system. They continuously monitor your business data and notify you when important conditions are met, helping you catch opportunities and avoid problems before they escalate.

The top of your dashboard will display active alerts that require your attention. These alerts will vary based on whether you’ve provided only banking or accounting data, or whether you’ve provided both.

Each alert card shows the date, the condition that triggered it, and relevant details about what happened. Hovering over an alert will display three options: mark an alert as seen to clear it from your view, click to see more detailed information (such as specific account names, amounts, and dates related to the alert), or navigate directly to the Monitoring page to view the full alert configuration.

For comprehensive alert management, navigate to the Monitoring page using the bell icon in the sidebar. Here you can search through all your existing alerts, create new ones, and disable, enable, edit, or delete alerts as your business needs change.

Creating an alert is as simple as describing what you want to monitor. Just enter a prompt like "Notify me when a single client exceeds 25% of our profit" or "Alert me when cash balance drops below $10,000" and Compass AI generates the appropriate monitoring rules.

Behind each alert, Compass creates detailed monitoring instructions that include when the alert is evaluated (such as continually, weekly, monthly), what triggers the notification, and what information is displayed when expanding the alert. These instructions are generated automatically when prompting, but can be refined by providing additional info the logic needs adjusting.

When setting up alerts, you can choose whether to receive notifications via email in addition to seeing them on your dashboard.

You can also set an alert repeat limit, which controls how many times an alert will notify you consecutively before waiting for the condition to clear. This prevents notification fatigue from persistent issues while ensuring you're still informed when conditions change.