Crunch is the AI assistant in ConnectBooks. It reads your account data and answers questions in plain language. For example, ask "What was my net profit last month by store?" and Crunch answers from your real numbers.
Crunch is an AI tool, so it can make mistakes. Check important numbers against your reports.
Who can use it
Crunch is on the current Gold, Diamond and Platinum plans. It isn't on Free, Silver, Lite, free trials, custom-price plans or older plans.
How to ask a question
Click Crunch in the sidebar.
Type your question in the chat box.
Press Enter.
Crunch looks at your sales, fees, ad spend, costs and inventory, then answers, often with a table of the numbers.
Ask a good question
Crunch is most useful for questions a single report can't answer. For example: "Go through my sales over the last few months, tell me which items dropped, and figure out why."
Crunch settings
To change how Crunch reads your numbers, click Settings at the top of the Crunch page. There are three tabs.
Analysis
Healthy ROI: the return you count as good. Products above it show as doing well.
Hide slow sellers: when Crunch lists products, it leaves out ones that sold fewer units than this. Totals don't change. Leave it empty to show everything.
Time period: used when your question doesn't mention dates.
Cost source: where Crunch gets your product costs.
Group products by: show results by SKU, by product, and so on.
Empty fields use your bookkeeper's choice, or our default. For example, if you set Healthy ROI to 40%, more items show as not doing well.
Instructions
Notes Crunch keeps in mind on every answer, such as "Our margins should be above 20%" or "We sell seasonal products, so compare against the same period last year."
Overhead
Monthly costs that aren't in your store data, like rent, payroll and software. Turn on "Count in profit answers" to include them when Crunch talks about profit.
Dashboards
Crunch also has dashboards. Open them from the Dashboards menu at the top of the Crunch page. See "How the Crunch dashboard works".
Usage and charges
Each account gets $10 of free Crunch credit, one time. After that, add a monthly credit plan. Plans start at $25 a month.
Paid credit resets on your ConnectBooks bill date. Unused credit doesn't carry over, except in your first billing period or a period where you raised your plan. Then the unused part comes off your next bill. See "Crunch Pricing Explained" for details.
Rate answers
Under each answer, click thumbs up or thumbs down. Your ratings help us improve Crunch.
Frequently asked questions
I click Crunch and see a sales page instead of the chat.
Your plan doesn't include Crunch, or you're on an older version of a plan that does. Click "Upgrade to the Latest Version" or "Contact Sales" on that page.
Why did Crunch stop answering?
Your credit may have run out. Add or raise a credit plan, or wait for your renewal date. See "Crunch Pricing Explained".
Can other people on my account use Crunch?
Yes. Everyone on the account shares one credit balance.
Where do I see my credit balance?
Open your profile menu and click "View" next to Plan. Your balance shows next to Crunch AI Credits. Only account admins see Plan in the menu.