04 - AI Agent Setup

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

The AI Agent module allows users to configure an AI-powered assistant within the accounting app to automate key finance tasks like invoice routing, report generation, and contextual support.

Accessing the AI Agent Tab

Navigate to the AI Agent tab from the main navigation menu.
Click New to create a new AI Agent.
Fill in the required details and Click Save.

Field Description
AI Agent Name A unique, meaningful name for your AI agent (e.g., InvoiceBot, PayablesHelper)
Entity Search and associate the AI agent with a specific business entity within your organization
Internal Communication Email Email used by the AI agent to send internal updates or escalations
Vendor Invoice Receive Email Email where the AI agent receives vendor invoices for processing
Email Signature Signature used in outgoing emails from the AI agent. You can format it using the rich text editor.

Field	Description
AI Agent Name	A unique, meaningful name for your AI agent (e.g., InvoiceBot, PayablesHelper)
Entity	Search and associate the AI agent with a specific business entity within your organization
Internal Communication Email	Email used by the AI agent to send internal updates or escalations
Vendor Invoice Receive Email	Email where the AI agent receives vendor invoices for processing
Email Signature	Signature used in outgoing emails from the AI agent. You can format it using the rich text editor.

Notes:

Make sure the provided emails are active and monitored.
The AI agent will begin functioning based on the roles and workflows configured post-setup.