Sapera Assistant is a built-in AI chat in Financial. It can suggest and create actions for you and look things up in the help articles. You can also have AI improve text in text fields around the system.
Open the assistant
Click the round assistant button in the bottom right corner of Financial, or press Alt + Shift + A (Mac: Option + Shift + A). You can drag the button to move it. Close the assistant with Esc or the cross.
If you cannot see the button, you probably do not have permission for it – contact support.
How to use it
Type – or speak by clicking the microphone – what you want done, for example "Create a quote for [customer] for [quantity] pcs. of [product]".
Among other things, the assistant can create purchase orders, sales orders, quotes, sales and purchase invoices, register invoice payments, settle customers' open items (up to 200 customers per run), post entries in a draft, and look up help articles.
Approve or reject: Before anything is created, the assistant shows a suggestion. Check it and click Approve (it is then created as an unbooked draft) or Reject. After approval you can open the created document directly from the chat.
Clear chat: Click the trash-can icon Clear chat at the top of the chat to clear the conversation and start over. The button is not active while the assistant is working.
The AI assistant can make mistakes. You are always responsible for the actions that are carried out.
Usage
Below the text field, Your usage and Total for the current financial period are shown, if you have permission to see them.
Improve text with AI
Below multi-line text fields and text editors, the Improve text with AI button is shown. Click it to have spelling, grammar and language corrected. If you are not happy with the result, click Undo to get your original text back.
For administrators: access
The feature must be enabled for your solution – contact support.
Turn on Is AI enabled under Setup and Settings in the Ai category (administrator only). It also holds Anthropic model and Anthropic effort.
Give the user group the permissions Use AI, View own AI usage and View total AI usage under Security, Groups and Permissions.
Want to know more?
Read more in these related articles:
Navigation and search
How to find your way around Sapera and quickly search for what you need.
Hotkeys - General
This article describes general hotkeys in Sapera