Finance Intelligence Agent FAQs
Find answers to common questions about the Finance Intelligence Agent (FIA).
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 you get fast, summarized answers with supporting details without building reports or searching through data.
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.
Verify with your Intacct administrator that they turned on the Finance Intelligence Agent in your company and that they assigned the Finance Intelligence Agent — Run permission to you.
If they assigned that permission to you while you're logged in to Intacct, log out and log back in again to activate the permission in your Intacct session.
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 works with all applications.
Sage Copilot might not return results if your question:
- 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 do not have permissions to view.
Try rephrasing your question to focus on a single topic within one application. See the prompt library for examples that you can copy and paste and the How to write prompts page for more information.
No. The Finance Intelligence Agent currently provides answers and insights based on your data. It does not perform actions such as exporting files, downloading reports, or updating transactions.
For best results:
- Ask clear, specific questions. See How to write prompts for the Finance Intelligence Agent for quick guidance.
- Focus on one topic at a time.
- Refine with follow-ups (date ranges, vendors, amounts).
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.
The Finance Intelligence Agent only returns information that the user is authorized to see. Existing Sage Intacct user and role permissions are enforced within the Finance Intelligence Agent.
Our AI is designed with security and transparency at its core, so you can use it with confidence. To learn more about how Sage uses AI, see Responsible AI built for you on our website.
