Configure the Finance Intelligence Agent

 

Subscription

Finance Intelligence Agent

Regional availability

  • Australia

  • Canada

  • Singapore

  • South Africa

  • United States

  • United Kingdom

User type

Business users with Administrator privileges to enable and grant permissions

Turn on the Finance Intelligence Agent

Sage Intacct administrators can enable the Finance Intelligence Agent.

  1. Go to Company > Admin > Subscriptions.
  2. Find Finance Intelligence Agent in the list and select the toggle.
  3. Select Subscribe.
  4. Select the Terms of the EA Agreement link.

    The terms page opens in a separate browser tab.

  5. Review the agreement.
  6. Select the browser tab containing your open Intacct session and do one of the following:
    • If you agree to the terms, select the Agree to terms and enable the Finance Intelligence Agent checkbox and select Save.
    • If you do not agree to the terms, select Cancel.
  7. For each user or role, assign the Finance Intelligence Agent—Run permission.

Turn off the Finance Intelligence Agent

If you no longer wish to use the Finance Intelligence Agent, you can cancel the subscription. This procedure turns it off for all users in your company.

  1. Go to Company > Admin > Subscriptions.

  2. Find Finance Intelligence Agent in the list and select the toggle.

  3. Select Cancel subscription.
  4. Select Yes to confirm the cancellation.

If you are not subscribed to any other agents, the Sage Copilot button is removed from the top title bar for all users.