Finance Intelligence Agent Prompt Library
Related information
Related topicsThe Finance Intelligence Agent (FIA) understands natural language, so you can ask questions in your own words.
For the fastest and most reliable results, start with one of the prompts in the Prompt Library. These prompts are optimized to match how FIA retrieves and calculates your data.
How to use these prompts
- Select Copy prompt next to the prompt that you want to use.
- In Sage Intacct, open Copilot. If your organization subscribes to multiple agents, select Finance Intelligent Agent.
- Paste the prompt in the text input box beneath Ask Copilot a question.
Edit the prompt to replace any square bracket text with actual values.
Examples of edited promptsCopied prompt Edited prompt Show bills for vendor [vendor name or ID] Show bills for vendor Bell Systems What’s the total value of reversed bills [timeframe]? What’s the total value of reversed bills this month? List invoices over [amount] List invoices over 1000.00 Show payment details for invoice [invoice number] Show payment details for invoice INV-1234 About [timeframe]
Depending on context in the prompt, [timeframe] can be:
- A date—for example April 2, 2026
- A date range—for example April 2 - April 6, 2026
- A relative date—for example, last month, this week, today, and so on.
- Select Send.
Accounts Payable prompts
Show bill [bill number]
Show line items for bill [bill number]
List approved bills
List bills from [timeframe]
Show bills for vendor [vendor name or ID]
List overdue bills
Show paid bills from [timeframe]
How many bills were paid [timeframe]?
Show bills awaiting approval
Show bills with attachments
List all bills with details
Show the largest unpaid bill
What’s the total overdue AP amount?
Show bills in payment batch [summary name]
Show vendors in payment batch [summary name]
Show the payment for bill [bill number]
List bills linked to payment [summary name]
List recurring bills
What’s the total value of reversed bills [timeframe]?
What’s the total AP spend for project [project ID?
Accounts Receivable prompts
What is the total cash collected [timeframe]?
Show customers sent reminders [timeframe]
Show customers with the highest overdue balances
Show refunds issued [timeframe]
List AR payments [timeframe]
Show audit trail for invoice [invoice number]
List credit memos for customer [customer name or ID]
Show invoice [invoice number]
Show invoices due this week
List invoices for customer [customer name or ID]
Show invoices from last week
Show invoices not past due
Show invoices over [amount]
Show invoices overdue by more than [X] days
Show invoices with available discounts
List open credit memos
Show outstanding AR by currency
List overdue invoices
Show overdue invoices in the [61]-[90] day bucket
List partially paid invoices
Show payment details for invoice [invoice number]
Show payment terms used on invoices for customer [customer name]
Show unapplied customer advances
Show unpaid invoices in location [location name]
Show unpaid invoices this month
What is the average AR invoice amount [timeframe]?
What is the total AR outstanding [timeframe]?
Show unpaid invoices by project
Cash Management prompts
Show bank connections that require reauthorization
List bank transactions from [timeframe]
List deposits from [timeframe]
Show fund transfers from [timeframe]
Show inactive bank accounts since [timeframe]
Show total fund transfers by account [timeframe]
Show unmatched bank transactions
Show unreconciled bank accounts
Show all checking account details
Show all savings account details
List credit card transactions from [timeframe]
Show details for credit card account [cc account name]
Show interest and charges for [timeframe]
Show other receipts from [timeframe]
Order Entry prompts
Show sales returns [timeframe]
What is the total sales [timeframe]?
Show sales credit memos [timeframe]
What is the total value of credit memos [timeframe]?
How many sales orders has customer [customer name or ID] placed [timeframe]?
Show closed sales orders [timeframe]
Show invoices for sales order [sales order number]
Show open sales orders
Show open sales orders for customer [customer name or ID]
Show partially paid sales orders
Show sales orders for customer [customer name or ID]
Show sales orders for customer [customer name or ID]
Show sales orders with payment terms [payment term ID]
Show sales orders [timeframe]
Show top customers by order count [timeframe]
What is the average sales order value [timeframe]?
What is the status of sales order [sales order number]?
What is the total sales order value for payment terms [payment term ID] [timeframe]?
What is the total value of uninvoiced shipments?
What is the total value of unshipped sales orders?
Purchasing prompts
Show most frequently purchased items [timeframe]
Show paid invoices without a source PO
Show converted purchase orders
Show invoices for purchase order [purchase order number]
Show line items for PO [purchase order number]
Show open purchase orders
Show paid vendor invoices
Show past-due purchase orders
Show purchase order [purchase order number]
Show purchase orders for vendor [vendor name or ID]
Show purchase orders from [timeframe]
Show purchase orders not yet received
Show purchase orders over [amount]
Show purchase orders pending approval
Show purchase orders pending approval for user {X}
Show purchase orders with item [item ID]
Show purchase orders without attachments
Show receipts for purchase order [purchase order number]
Show rejected purchase orders
What is the count of requisitions pending approval
