The Financials skill available within Copilot enables you to interact with financial data through natural language queries. Copilot enhances usability by allowing quick access to financial insights without you having to navigate multiple screens.
Note: Financials Skill follows your existing screen permissions in Access Financials, ensuring that you can only get information you have permission to view.
What can I ask about Financials?
You can interact with Copilot using natural language queries to retrieve key information from Access Financials, covering customer and supplier data, financials, transactions, sales and purchase orders, and stock details.