Using AI in Accounting
Accounting’s AI Assistant page has two tabs: Insights and Ask AI.
Insights
The Insights tab queries up to 50 Accounting insights for the active tenant. Visible insights are sorted newest first and show a title, description, type, severity, creation time, and an optional suggested action. Dismissing an insight calls the dismissInsight GraphQL mutation and removes it from the visible list.
Insight records can represent anomalies, suggestions, trends, or other service-defined types. They are advisory; review the underlying books before acting.
Ask AI
The Ask AI tab uses the shared Accounting chat surface. Other Accounting pages can deep-link into it with a prefilled prompt query parameter and may request automatic submission with autorun=1.
Chat responses do not bypass approval controls. Any proposed write that is subject to confirmation appears through the normal pending-action flow.
The current MCP catalog does not contain the older list_ai_insights, dismiss_ai_insight, or ask_inblack tool names. Use the generated MCP tool reference for supported programmatic operations.