Configure
Configure is where admins set up the rules DigitalCore plays by. Most screens you visit a few times a quarter. The exception is the Intelligence group (Thresholds, AI Agents, Policies), which you tune as your maturity grows.
Intelligence
The trio that controls automation.
| Page | Sets |
|---|---|
| Thresholds | What counts as a signal worth flagging. |
| AI Agents | Which assistants are running and what they detect. |
| Policies | What those assistants are allowed to do. |
See the Intelligence overview for how to tune them as a unit.
Service Setup
| Page | Purpose |
|---|---|
| Services | Define the services your organisation delivers. |
| Portfolios | Group services for rollups and strategy. |
| Contracts | Commercial terms, rates, and SLA terms. |
| Templates | Reusable Finance, Performance, Capacity, and AI templates. |
| Service Tags | Free-form tags for cross-cutting analytics. |
Data and Library
| Page | Purpose |
|---|---|
| Library | Master catalogues for finance items, KPIs, roles, and AI use cases. |
| Bulk Upload | Import entities and data from Excel or CSV. |
| Exchange Rates | Currency conversion rates for multi-currency reporting. |
System and Account
| Page | Purpose |
|---|---|
| Integrations | QuickBooks today; Jira, Slack, and Teams next. |
| Account | Profile, security, notifications, API keys. |