As part of the Finance Intelligent Agent (FIA) Early Adopter Program, Sage is making this new AI-powered capability available to customers in phases.
This feature is in the Early Adopter program and may not be available yet in your environment. When it’s available, you’ll see a notification when you log in to Sage Intacct indicating the Finance Intelligence Agent is ready for your administrator to set up. As this is an AI tool you will be required to agree to Sages Terms of the EA Agreement to use this functionality when you configure FIA. Please review these terms before continuing with the configuration steps.
What can the Finance Intelligence Agent do?
The Finance Intelligence Agent is your Sage Ai-powered partner that helps you find answers about your financial data and drive better decision-making. Using Sage Copilot, you can ask questions, get insights, and explore your information all by using natural language. The tool is still learning and developing so we advise that you always review outputs prior to making and decisions based on its feedback.
The Finance Intelligence Agent currently works with Accounts Payable, Accounts Receivable, Cash Management, Order Entry and Purchasing to help you:
• Analyse and visualise your financial data—showing you trends and insights.
• Summarise and answer questions—providing you with clear answers.
• Answer your how-to questions with smart, in-product guidance from Search help.
Use the Finance Intelligence Agent
You interact with the Finance Intelligence Agent by using Sage Copilot. You start a chat with it by using prompts. A prompt is a question or command that tells Sage Copilot what you want it to do for you. Review the prompt library here.
For example, here are some basic prompts relating to financial data:
• When was AR sales invoice INV-123 paid?
• List my vendors with overdue AP purchase invoices.
• What were the 3 largest AP purchase invoices paid last month?
As part of the Early Adopter programme this functionality has no additional fee. Please note this is subject to change upon General Release and we will advise you prior to any change so that you can asses use going forward.
Read more about FIA and FAQ’s here
