Creating a Report and Pushing Data to IO

Last updated: August 27, 2026

Once you've generated a report in AdvisoryAI, you can push the relevant details straight into a client's Intelliflo fact find

Pushing to Intelliflo

  1. Open the finished report and click Update Intelliflo — the blue button at the top of the page

  2. Give it a moment. This button only appears once the report has finished processing, so a short delay before it shows up is normal

  3. Review the data field by field — a green highlight means it was successfully extracted and is ready to push

  4. Click Update client details, then Next to confirm as you go through each section

This pushes across roughly 70 data fields, covering personal details, employment and income, assets, expenditure, address, and health and vulnerability.

Common Troubleshooting Issues

Only what's in the report gets pushed

If a detail exists in your source documents but didn't make it into the generated report, it won't reach Intelliflo — check the report itself for what you want pushed

If You Can't See the Update Intelliflo Button at All

This is different from the button being delayed — if it never appears, it's usually one of two things:

  • Your own Intelliflo connection isn't properly linked. This has to be your account, not just the client's

  • The client isn't linked to Intelliflo yet. Go back and confirm they were added via Intelliflo, not created manually.

If you've checked both and it's still missing, email support@advisoryai.com