Finance Intelligence Agent FAQs—Early Adopter

Find answers to common questions about the Finance Intelligence Agent.

The Finance Intelligence Agent is an AI-powered data query and analysis service built into Sage Intacct and accessed through Sage Copilot. It lets you ask natural-language questions about your Sage Intacct financial data and get fast, summarized answers with supporting details without building reports or searching through data

The Finance Intelligence Agent is currently in our Early Adopter program. We're extending this program to give all customers the opportunity to use the agent through a phased rollout.

During the phased rollout, Sage Intacct will enable your company to use the Finance Intelligence Agent. When this happens, you'll receive a welcome message when you log in to Sage Intacct informing you that your Sage Intacct administrator can now turn on the agent.

Your Sage Intacct administrator can then configure the Finance Intelligence Agent, making it available to all of your Intacct users.

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.

You can ask focused questions about your data, such as:

  • List the top 5 vendors by spend this year.
  • What was the average AR invoice amount for June, 2026?
  • Show backdated journal entries

These questions typically return a summary with optional tables or charts. See the Prompt Library for optimized queries that you can copy and paste to get quick results.

The Finance Intelligence Agent can currently works with the following core financial applications:

  • Accounts Payable
  • Accounts Receivable
  • General Ledger
  • Cash Management
  • Order Entry
  • Purchasing

Sage Copilot may not return results if your question:

  • Is outside of the supported applications
  • Includes multiple steps or complex analysis
  • Requires combining data across applications or systems
  • Requests an action (such as exporting or updating data)
  • Requests access to data for which you don't have permissions to view.

Try rephrasing your question to focus on a single topic within one application.

No. The Finance Intelligence Agent currently provides answers and insights based on your data but does not perform actions such as exporting files, downloading reports, or updating transactions.

For best results:

FIA is designed to answer targeted questions more reliably than broad or multi-step requests.

See the Prompt Library for optimized queries that you can copy and paste to get fast, reliable results.