Ad-hoc investigation

Goal: check the status of last week's pending transactions without opening the UI.

Ask Claude

How many pending transactions do I have from the last week in the collections source?

Expected response

Querying the source… you have 247 transactions in PENDING status dated between 2026-05-14 and 2026-05-21. Do you want me to show the detail, export them, or group them by some criteria?

Claude always leaves a decision in plain sight: detail, export, or grouping.