Questions you can ask Copilot about the Financials module

You can interact with Copilot using natural language queries to retrieve key information from Access Financials.

The below listed queries can also include filters of your choosing.

Budget variance for [Account Name]	Show me my bank balances
What is my balance for [Bank Account]?	What is my P&L position so far this year?
What is my Balance Sheet position so far this year?	Does my Trial Balance balance?
Show all bank balances for [currency]	Compare last year P&L to this year
Compare last year's P&L to this year's P&L balance for [period]	Show budget vs actual on <account> as at period x