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[No QA] [HOLD] Create How-Concierge-Analyzes-Spend.md #89681

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69 changes: 69 additions & 0 deletions docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md
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---
title: How Concierge Analyzes Spend
description: Learn how Concierge may proactively analyze company spend to share highlights and help you stay informed.
keywords: [New Expensify, Concierge, spending analysis, Concierge management report, insights, AI, expense trends, proactive insights, spend monitoring, spend analysis, flux analysis]
internalScope: Audience is Workspace Admins and Members. Covers how Concierge analyzes spending and what insights to expect. Does not cover how to use Insights or generate custom reports.
---

# 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](https://help.expensify.com/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify).
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Cross-linking violation: Use relative links, not full URLs (per HELP_AUTHORING_GUIDELINES.md Section 7).

Replace:

[learn how to use Insights](https://help.expensify.com/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify)

with:

[learn how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify)


---

## What kinds of analyses will Concierge share?
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AI readiness violation: The article must include at least one "How to..." heading (per HELP_AUTHORING_GUIDELINES.md Section 6). Currently, none of the ## headings use the "How to" format. Consider rephrasing one heading, for example:

  • ## What kinds of analyses will Concierge share? could remain as-is (valid question word)
  • But at least one heading should follow the "How to..." pattern, e.g. ## How to interpret Concierge spend analyses or similar.


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
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Heading format: This heading is phrased as a question but is missing a question mark at the end.

Suggested change
## Where does Concierge share spend analyses
## 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.

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Cross-linking violation: Use relative links, not full URLs (per HELP_AUTHORING_GUIDELINES.md Section 7).

Replace:

[Learn how to find the #admins room for a workspace](https://help.expensify.com/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins)

with:

[Learn how to find the #admins room for a workspace](/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins)

[Learn how to find the #admins room for a workspace](https://help.expensify.com/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins).

---
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Heading rules violation: All ## headings must start with an action verb or question word (How, What, Where, Who, Why, When) in a task-based format. "How Concierge spend analyses relate to Insights" reads as a topic description rather than a task or question. Consider rephrasing to be more clearly task-based:

Suggested change
---
## How do Concierge spend analyses relate to Insights?


## 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
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Cross-linking violation: Use relative links, not full URLs (per HELP_AUTHORING_GUIDELINES.md Section 7).

Replace:

[use search operators to filter and analyze spend](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze)

with:

[use search operators to filter and analyze spend](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze)


If you need deeper customization, learn how to [use search operators to filter and analyze spend](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze).

---

# 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.
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