The Copilot works the finance module for you
What moves
The Copilot reads the ledger, ageing and bills and, after you approve, posts, approves and closes under the asking person's own accounting permissions.
Before you start
- AI Copilot and Accounting in your plan
- An AI provider set up for your company
- The person holds the permission the action needs
- An AI provider set up for the company
Step by step
- AccountantAI Copilot
Asks for the trial balance and receivable ageing for the month.
You see:The answer arrives as a table with the true totals and an Open in Accounting link; nothing needs approving because nothing changes.
- SystemAccounting & E-Invoicing
Checks the accountant's accounting permissions on every call.
You see:Only data the accountant may see is returned.
- AccountantAI Copilot
Asks the Copilot to post a journal entry for the month's accrual.
You see:A card shows the entry and waits; nothing is posted yet.
- AccountantAccounting & E-Invoicing
Presses Run on the card.
You see:The entry goes through the normal ledger rules, balanced and into an open period, and is recorded in the audit trail.
- Finance controllerAI Copilot
Asks the Copilot to approve a batch of vendor bills.
You see:Each bill is approved or refused on its own. When your company has turned on the maker and checker rule, bills the controller entered or submitted are refused.