Yes, in two specific places, both inside the Base Intelligence layer: the insights that read your business, and the drafts of client update emails. That is all of it.

Everything else, including your documents, runs on a rules engine. Here is the honest breakdown.

AI Insights reads your projects, tasks, documents and rates, and nothing else, then surfaces things like where you deliver fastest, which services earn you the most, deadlines at risk, and where you might be undercharging. They appear in the insight rail on your dashboard and, composed as one morning read, in the Daily Brief. Every AI-generated card carries an AI badge, so you always know what you are reading.

Half of what shows up in that feed is not AI at all. Reminders like a deadline in three days or an invoice that has been waiting are calculated straight from your data, and they reach every account on every plan.

The Send update button on a project drafts an email from the real state of that project: milestones, tasks in the current cycle, deliverables, deadline and progress. You can rewrite it with an instruction, edit it by hand, and nothing is ever sent without you pressing send.

Two hard limits apply to that draft. It never mentions money, and it never writes links: the portal link at the bottom is added by our servers, not by the model.

Both live in the Base Intelligence layer, which is part of the PRO plan. During the closed beta it is unlocked for every account at no cost. You stay in control either way: turn the panel off or filter what you see in Base Setup, on the Base Intelligence tab.

When TCB builds a draft proposal, contract or invoice, it is not generating text with AI. It applies your own structured data, your pricing, scope, deliverables and tasks, to a document template, following defined rules for each combination of document type and Base Service. The output is fast and consistent because the structure is defined, not because a model is predicting it.

This is deliberate. Your documents carry your professional voice, and that starts with your data, not with a language model.

Refine, the guided session that reprices and reorders your Base, is also not AI. It is a deterministic engine working from benchmark data and the answers you give it, which is why the same answers always produce the same Base.

Insights are generated from your data, for you alone. Your account identity is stripped before the analysis runs, your data is never shared with other users, and we never sell it. For the full picture, read How AI Insights uses your data.

The support chat inside TCB is powered by Fin, an AI assistant built by Intercom, which answers from these Help Center articles. It is a third-party support tool, not part of the TCB product.

Our Privacy Policy covers AI capabilities, including insights, automation and document generation, because good legal practice is to disclose intended processing before it happens, not after. Insights and update drafts are live today. The rest remains roadmap and is not running.

TCB is a rules-based system with an intelligence layer on top, and we tell you which is which. Anything generated by AI carries a badge. Everything else is your own structured data at work.

Questions about how we handle your data? See How AI Insights uses your data, our Privacy Policy, or reach out via the chat widget.