01 - Overview

Created by Connect Getaccountify, Modified on Wed, 6 Aug, 2025 at 12:28 PM by Connect Getaccountify

The Reporting AI Agent is an intelligent, conversational interface integrated into your Accounting App using Salesforce’s Chatter and Luca (AI agent). It enables users — especially decision-makers — to ask questions in plain English and receive instant, accurate, and contextual reports without needing to manually filter data or build report queries.

This AI assistant transforms the way users interact with financial data by offering:

Natural language querying
Real-time responses
Context-aware insights
Integration with Salesforce Chatter

Key Capabilities:

Feature	Description
Conversational Reporting	Ask questions like: “Show me total income last quarter” or “What is our outstanding receivable as of today?”
Chatter Integration	Use the familiar Salesforce Chatter interface to interact with the AI agent — no need to open separate reports
Auto-Generated Reports	AI returns charts, tables, summaries, or linked reports depending on the question
Context-Aware Responses	Understands business context, such as current entity, fiscal year, and financial period
Follow-up Friendly	Supports follow-up queries like “Break this down by entity” or “Show only invoices over ₹1,00,000”

Use Cases:

Use Case	Example Question	Output
Income Tracking	“What was our revenue in Q2?”	Chart/table showing total income
Expense Analysis	“Show me top 5 expense categories for last month”	Breakdown of expense GL accounts
Cash Flow Insight	“How much cash came in vs went out last week?”	Cash flow summary with comparison
Aging Reports	“What are the outstanding invoices over 60 days?”	Aged AR report
Forecasting	“What is our projected income based on current trends?”	AI-predicted revenue summary

Best Practices:

Use concise and clear questions.
Use specific time frames (e.g., “last quarter”, “this month”) for better results.
Group reports by Entity, GL, or Department to get more actionable insights.
Save frequently asked questions for faster reuse.

Integration with Traditional Reports:

Even though the AI agent is powerful, it complements (not replaces) the traditional reporting tools. Use the AI for quick insights, and the Reports tab for deep dives, export, and dashboard building.