Frequently Asked Questions

Sharestead AI analyses your business's financial data and generates predictive models to support decisions about how cash is allocated across different parts of the business. We provide daily reports so you can see how recommendations evolve as new data comes in.

Typically this includes historical transaction records, revenue and expense data, and any existing cash flow statements. The more consistent and complete your data, the more reliable the resulting models will be. We'll outline exact requirements during onboarding.

Our models are trained on your historical financial data using statistical and machine learning techniques. They are designed to surface patterns in cash movement and flag areas where reallocation may improve outcomes. Models are refreshed as new data is received.

No. Sharestead AI provides analysis, reporting, and recommendations. Final decisions about how to allocate cash remain with you and your team. We aim to make the underlying reasoning behind each recommendation as clear as possible.

Reports are generated daily, reflecting the most recent data available at that point. This allows you to track how recommendations shift over time rather than relying on a single static snapshot.

Yes. We prioritise transparency in how figures are derived. Each report is structured to show the inputs and reasoning behind a given recommendation, rather than presenting conclusions without context.

Sharestead AI is built for UK business owners and finance teams who want a clearer, data-informed view of cash allocation, without needing to build their own predictive modelling infrastructure in-house.

We handle financial data with care and apply reasonable technical and organisational safeguards. For full detail on how data is collected, stored, and used, please refer to our Privacy Policy.

Integration requirements vary by business. During onboarding, we discuss how your existing systems and data exports can feed into the analysis process, so reporting fits into your current workflow where possible.

Because models are refreshed with new data, significant changes in your underlying figures will be reflected in subsequent reports. This is part of why we recommend reviewing daily updates rather than relying on a single report in isolation.

Specific terms of engagement are discussed directly with our team, since requirements differ between businesses. Reach out through our contact page and we'll talk through what's involved.

The best first step is to get in touch via our contact page. We'll ask a few questions about your business and data setup so we can explain how the analysis and reporting process would work for you.