How Concierge Analyzes Spend

Concierge may proactively review workspace activity to identify spending patterns, highlight notable changes, and surface useful insights.

These analyses are powered by the same data and reporting engine used in Insights, but are surfaced automatically by Concierge instead of requiring you to run reports manually.

To explore and analyze spend on demand, learn how to use Insights.

What kinds of analyses will Concierge share?

You might see messages that:

• Highlight changes in spending over time
• Call out large or unusual purchases
• Surface trends across categories, merchants, or members
• Identify concentrated areas of spend
• Ask questions to help clarify or validate patterns

These analyses are generated automatically using your workspace data. The format, frequency, and content of these messages may change over time as we continue improving how Concierge analyzes and presents information.

Where does Concierge share spend analyses

When Concierge analyzes spend, it sends a message to the #admins room for that workspace. The message is visible to all members of that room.

Insights are shared periodically and may vary in timing, format, and level of detail.

Learn how to find the #admins room for a workspace.

How Concierge spend analyses relate to Insights

Concierge and Insights use the same underlying data but serve different purposes:

• Concierge proactively delivers relevant insights based on notable patterns.
• Insights allows you to analyze data and explore patterns on demand

If you need deeper customization, learn how to use search operators to filter and analyze spend.

FAQ

How often will I get Concierge spend analyses?

There’s no set schedule. Concierge may share insights from time to time based on what’s happening in your data.

Can I control what type of Concierge spend analyses I receive?

Not at the moment. Concierge spend analyses are generated automatically.

Can I customize Concierge spend analyses?

No. Concierge insights are automatically generated and cannot be customized. For custom analysis, use Insights.

Why am I receiving Concierge messages about spending?

Concierge looks for meaningful changes or trends in your workspace—like shifts in spending, large transactions, or recurring patterns—and surfaces insights that may be helpful.