OMIORA / ADVISOR INTELLIGENCE
A useful first review starts with good inputs.
A practical guide to OMIORA Advisor Intelligence.
Start safely
Explore the fictional Northstar Manufacturing demo before uploading anything. Real financial data requires a verified account and an authorized client workspace. Never put confidential information into demo notes or reviews.
Prepare your file
Use UTF-8 CSV or a single-sheet XLSX with plain values, unique column headings and no formulas or embedded content. The limit is 8 MB and 10,000 rows. Monetary amounts support two decimal places; use a confirmed date format and currency.
Map, validate, confirm
Choose the date, amount, category and relevant identifiers explicitly. Confirm the sign convention and whether periods are complete. Inspect invalid rows; correct the source or explicitly exclude invalid rows and validate again. Duplicate-looking rows require review.
Read the gaps
Gross margin needs revenue and mapped COGS. Concentration needs complete identifiers. Period comparisons need adjacent complete periods. Missing data is unavailable, not zero. Overlapping sources for the same metric require reconciliation.
Review the evidence
Open How OMIORA calculated this for baseline/current values, formulas, source filenames and rows. Monetary evidence uses minor units; ratios use basis points. Amounts shown as exposure or movements are not promised savings.
Make a report
Accept the findings you want to include, add them to a review, generate the draft and edit each section. Save edits, then approve the saved version. Approval unlocks PDF export. Imported-data deletion removes dependent report snapshots.
Get help
Contact support@omiora.co.za with the affected workflow and a brief description. Do not email passwords, tokens or client financial files. Privacy matters go to privacy@omiora.co.za.