Infrio Service Detail
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sellable

Retail Insights + Finance Guard

Daily sales summaries, margin/cashflow warnings, low-stock insights, product/customer signals, and internal recommendations. No bank/payment/accounting writes.

Problem solved: Small operators need simple management intelligence without connecting risky financial systems too early.

Included sections

  • Sales summary
  • Margin warnings
  • Cashflow watch list
  • Low-stock insights
  • Product/customer signals
  • Agent recommendations
  • Insight run history

Required data

  • Retail Core active
  • Products with price/cost or missing-cost warning
  • Orders or honest blank state
  • Finance visibility role

Activation path

  • Retail Core active
  • Products/order records or blank state
  • Finance role visibility configured
  • External finance sync disabled

Agent team

  • super_manager — Client Super Manager Placeholder
    Summarizes top priorities to the customer project.
  • department_manager — Retail Insights Manager
    Ranks insights and reviews recommendations.
  • specialist — Sales Growth Analyst
    Analyzes sales and product signals.
  • specialist — Pricing/Margin Guard
    Flags margin and missing-cost risks without changing prices.
  • specialist — Finance Cashflow Guard
    Checks internal cashflow watch list only.
  • specialist — Inventory Planning Specialist
    Flags low-stock risks internally.

Readiness and blockers

Sellable exposure: This service is not publicly sold unless readiness_status is sellable. Current status: sellable. External writes: none.

Internal-ready read-only insights foundation; no external finance/accounting/payment actions. Phase 13: validated as sellable with quote-required pricing; external writes remain disabled and external methods are readiness/draft-only where applicable.