Configure the Finance Intelligence Agent—Early Adopter

This feature is in the Early Adopter program and may not be available yet in your environment. When it's available, you'll see a notification when you log in to Sage Intacct indicating the Finance Intelligence Agent is ready for your administrator to set up.

Subscription

Finance Intelligence Agent
Regional availability

Australia

Canada

Singapore

South Africa

United States

United Kingdom
Language US English only
User type

Business users with Administrator privileges can configure the Finance Intelligence Agent when it is available in your Intacct instance.

Turn on the Finance Intelligence Agent

This procedure is only applicable if Sage Intacct has enabled your company for the Finance Intelligence Agent during the phased Early Adopter (EA) rollout. Sage Intacct administrators can enable the Finance Intelligence Agent.

  1. Go to Company > Admin > Subscriptions.
  2. Locate the Finance Intelligence Agent in the list and select the toggle.

    A dialog appears that describes the Finance Intelligence Agent. You will not be charged for subscribing to this service.

    If you do not see the Finance Intelligence Agent subscription in the list, your company has not been enabled yet. We're enabling customers in a phased rollout. You'll be notified via an in product message when your company is enabled.

  3. Select Subscribe.

    The Configure Finance Intelligence Agent page appears.

  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. Select the Finance Intelligence Agent toggle.

    A dialog appears that describes the Finance Intelligence Agent.

  3. Select Cancel subscription.

    A second dialog box appears and asks you to confirm the cancellation.

  4. Select Yes.

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