Business Data: fixing and adding records by hand

Business Data is the master record of your business — four plain tables the AI fills from your documents and you complete from your head. Everything here feeds the readiness score and the buyer profile.

The four tabs

• Customers — name, share of revenue, contract status (active / month-to-month / expired), notes
• Equipment — name, make and model, year installed, condition, estimated value
• People — name, role, years with the company, and a key person flag for the people the business can't run without
• Financials — one row per year: revenue, gross profit, EBITDA, owner compensation

Each row shows whether it was Extracted from a document or entered Manually.

Adding a record

Press Add on any tab, fill in the fields (only the name — and year, for financials — is required), and save. Your readiness score refreshes immediately, exactly as if a document had been processed.

Fixing an AI mistake

Press the pencil on any row, correct it, save. Corrections stick — they're your record now.

Why manual entry matters more than it sounds

Buyers consistently care most about things that were never written down anywhere:

• The customer who's been with you 20 years on a handshake
• The machine you bought used that's worth triple what the books say
• The foreman who can run the shop without you

Five minutes of typing here can be worth more to your profile than a folder of paperwork.