# Hyler review

In the **Hyler review**, Hyler reads your Finance numbers and points out patterns,
risks and where you can organize and save. The numbers (income, expenses, profit,
margin) are calculated by the system; Hyler writes the reading of them.

![The Hyler review: new review, previous reviews and the result](shots/finance-analysis.webp)

## Run a review

1. Open **Finance > Hyler review**.
2. On the **New review** card, pick the type:
   - **Period**: the months you choose (the last 12 by default);
   - **Comparison**: a base period against another, which must start after the
     base ends (the store needs at least two months);
   - **All time**: since the store was created.
3. In **Use as the base**, pick the earlier review Hyler uses to say what got
   better and worse since then: the latest (the default), another from the list,
   or none.
4. Click **Run review**.

A review takes a few seconds to a few minutes and keeps going even if you leave the
screen.

## What the review has

- At the top: income, expenses, profit (or loss) and margin of the period, with the
  monthly average, and a summary with the store's health.
- In a comparison, the table of both periods with the change of each number.
- With a review as the base, what changed since that review: before and now, and
  the points that got better, worse or stayed.
- **Points of attention**, **Next steps**, opportunities with the estimated gain
  per month, **What is going well**, **Patterns** (strongest months and weekdays,
  best-selling products, fastest-growing expenses) and tips to organize your
  finances.

Earlier reviews are in **Previous reviews**, with the period and the health of
each one.

## Limit and automatic review

Each review counts toward the plan's monthly limit, whatever the type; one that does
not finish does not count. The screen shows how many were used this month.

In **Finance > Settings**, the **Automatic Hyler review** switch runs a review on
its own in the first days of each month (it also counts toward the limit).

> [!TIP]
> The more expenses entered and fees confirmed, the sharper the reading. A review
> with half the expenses missing will think the store makes more profit than it
> does.

> [!WARNING]
> It is a reading made by AI from your numbers. Check before deciding and, for
> taxes, talk to an accountant.