AI Spend Summary
On Reports, turn a period of spend into a plain-language summary that calls out your key categories, top suppliers, and risk flags like unusual or concentrated spend.
What you'll learn
- Generate a plain-language summary of your spend for any period
- Read the key categories, top suppliers, and risk flags it surfaces
- Know what a run costs and when it is not charged
A spend report answers "what" but rarely "so what". You can read the totals, the category breakdown, and the supplier list, and still not be sure what actually matters this quarter. Pulling out the story, where the money went, which suppliers you lean on, where something looks off, is work you do by hand every time, and it is the first thing to get skipped when you are busy.
Scale AI Spend Summary does that read for you. On Reports, you choose a period and it writes a plain-language summary of your spend, calling out your key categories, your top suppliers, and risk flags such as unusual or concentrated spend. It is the narrative on top of the numbers, generated on demand, for whatever window you are looking at.
Why this matters
The same report tells a different story over 30 days than over a year. A summary that reads the period you actually chose surfaces what matters in that window, a category that spiked, a supplier you now depend on, a concentration worth questioning, without you having to interpret the charts yourself every time. It turns a dashboard into something you can paste into an email or a board update.
When to use it
Reach for the summary when you need the takeaway, not just the data:
- Preparing a monthly or quarterly review and you want the highlights written, not assembled.
- Checking for risk, where spend has become concentrated in one supplier or category.
- Sharing a plain-language read of procurement activity with someone who will not open the full report.
It is generated on demand, so it never runs unless you ask. Change the period and you get a summary for that period.
Plan and cost
AI Spend Summary lives on Reports and requires the Scale plan. Generating a summary uses AI credits; the cost is shown before you confirm. A failed run is not charged, and a run over a period with no spend data simply tells you there is nothing to summarize rather than spending anything. Once generated for a given period, the summary is stored and replayed for free when you return to that same window, so reopening it later costs nothing. You only pay again when you deliberately regenerate.
Within the Scale plan, generating a summary draws on your AI credit balance. See AI credits for how the balance works and how to top it up.
Generating a summary
The summary lives on the Reports spend view. You pick a period, generate, and read.
Choose your period
Open Reports and set the period for the spend view: a preset window such as last 30, 90, 180, or 365 days, or a custom date range of your own. The summary card shows the period it will cover next to its title, so you always know what window you are about to summarize. If you pick a custom range, choose both the start and end date before generating.
Generate
Select Generate Summary. VEXORS confirms the credit cost first, then reads the spend for the period you chose and writes the summary. It works from the same data behind your spend report, so the narrative and the numbers stay consistent.
Read the summary and risk flags
The summary reads as a short paragraph covering your key categories and top suppliers for the window. Below it, any risk flags are listed separately, for example unusually high or concentrated spend, each as a clear, plain-language line. You can copy the text or download it to share, and a small note records the date the data was current as of.
Regenerate only when you mean to
The summary you generated is replayed for free whenever you return to that period, so navigating away and back never costs credits. If the underlying spend has changed and you want a fresh read, use Regenerate. That runs a new, charged analysis and confirms the cost before it does. Switching to a different period also gives you a fresh summary for that window.
The summary covers spend that VEXORS can value in your base currency. If some awards could not be converted because a needed exchange rate was missing, or some had no estimate to value them by, a banner tells you how many were left out, so you read the narrative knowing what it does and does not include.
What good looks like
- You chose the period that matches the decision you are making, a tight window to spot a recent spike, a full year for an annual review.
- You read the risk flags as questions to follow up on, not as verdicts. A concentration flag is a prompt to check whether that dependency is intended.
- You copied the summary into your review or update rather than rebuilding the story by hand, which is the whole point of generating it.
- You regenerated only after the underlying spend actually changed, instead of paying for a fresh run that would say the same thing.
Next steps
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