Documentation Index
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How to Use the AI Accounting Copilot
The AI Accounting Copilot is a conversational assistant embedded in DualEntry that reads your live GL data and responds to plain-language questions. You use it to query balances, draft journal entries, and investigate variances - without leaving the page you are working on. Every interaction is captured in the audit trail so your compliance team can review what was asked and what was returned.Opening the Copilot
You launch the copilot in two ways. Press Cmd+K (Mac) or Ctrl+K (Windows) from any screen to open a centered command bar with the cursor ready for input. Alternatively, click the chat icon in the right sidebar to open a persistent panel that stays visible while you work in the main content area. The sidebar panel preserves your conversation history for the current session, so you can scroll back through earlier answers. Both entry points connect to the same underlying assistant. The command bar is faster for one-off questions; the sidebar panel works better when you need a multi-turn conversation, such as iterating on a journal entry draft. The sidebar panel also supports copy-and-paste of tabular data, so you can paste a snippet from a spreadsheet and ask the copilot to analyze it against your GL. You can have multiple sidebar conversations open across different browser tabs, each maintaining its own independent context.Querying Your Ledger
Type a question in natural language and the copilot returns an answer grounded in your GL data. Examples of supported queries:- “What is the AR balance for Acme Corp as of March 31?”
- “Show me all journal entries posted to account 6010 this month.”
- “Which vendors had the highest spend in Q1 2026?”
- “Summarize trial balance movements for February.”
Drafting Journal Entries
Describe a journal entry in plain text and the copilot proposes the debit and credit lines for you. For example, type “Accrue $12,000 of January rent to prepaid expenses” and the copilot returns a two-line entry with the accounts, amounts, and a suggested memo. You review the proposed lines in a structured preview, adjust any field, and post directly from the copilot panel. The draft follows your chart of accounts and respects any dimension requirements configured on the target accounts. If the copilot cannot resolve an account reference, it asks you to clarify before generating lines. You can also provide multi-line descriptions to create entries with more than two lines - for example, “Split $30,000 of consulting fees across departments Engineering (60%), Sales (25%), and G&A (15%)” produces a six-line entry with the correct amounts pre-calculated.Explaining Flux Variances
During Close Management, you can highlight an unusual variance in the flux analysis view and ask the copilot “Why did this move?” The copilot examines the underlying transactions for the account and period, identifies the largest contributors to the change, and returns a narrative summary. You can paste this explanation directly into a close note or workpaper. This workflow pairs with the flux analysis page - you review the numbers there, then use the copilot to generate the qualitative commentary. The copilot attributes each driver to specific transactions, so the narrative is traceable rather than generic. If you need to adjust the explanation - for example, to exclude a known one-time item - you can ask the copilot to regenerate the summary with that context, and it produces a revised version in the same conversation thread.Data Grounding and Compliance
Every copilot response is generated from your ledger data, not from generic training knowledge. The assistant does not fabricate balances or invent transactions. If the data needed to answer a question is outside your permission scope or does not exist, the copilot tells you it cannot answer rather than guessing. Each interaction - your prompt and the copilot’s response - is logged with a timestamp, your user ID, and the data objects referenced. You can review these logs under Settings → Audit Trail or export them for external compliance review. Logs are retained for the duration of your organization’s configured retention period, and they are included in any audit-trail export you generate for external auditors.Copilot interactions are read-only until you explicitly post a drafted entry. Asking a question never modifies your ledger.