Six ways in

Valuesight opens on a welcome screen — "Your AI-powered financial advisor — choose how to get started" — with six cards. Each card has a short label of its own:

CardCard labelWhat it does Start from ScratchPlain chat, no agentsAn open-ended chat with no pre-configured agents — a blank canvas for freeform questions or exploring data. Circle of AdvisorsAdvisory team insightsA panel of specialized AI advisors, each focused on a different business domain, for multi-perspective insight. Create ReportsExecutive, sales, finance & morePolished, structured reports tailored to a specific audience or department. Whether it's a board-level executive summary, a sales performance update, or a financial review, this mode formats and delivers the right narrative. Value CreationRevenue & cost leversIdentifies and analyses the key drivers of business value — revenue growth opportunities and cost reduction levers. Helps leadership understand where to focus to maximise impact. ScenariosWhat-if & simulationsForward-looking analysis: model different scenarios before committing to a course of action. Planning & ForecastingBudgets, targets & outlooksWill support the planning cycle, from budgets and targets to forecasts and outlooks. Coming soon.

Below the cards are suggested questions in three flavours — Quick check, Trend analysis and Deep dive — introduced with "Or try asking one of these across your advisory team."