AI Assistant

Ask AI for company insights

Request summaries of permitted company data without losing source traceability.

1 Min read

Ask for a defined company, period, currency, and metric. Review the source records and report filters behind the summary before sharing it. Do not use a generated summary as a substitute for posting, reconciliation, or approval.

Related guides

4 Guides

Using the company AI assistant

Ask the assistant for navigation, drafts, summaries, and permitted company insights.

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Use AI for navigation and explanations

Ask the assistant to explain where a task is completed and what it requires.

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Use AI to draft operational text

Create drafts while keeping final responsibility with the user.

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Review AI actions before confirmation

Safely handle actions that can change company data or contact people.

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