---
title: "Accounting Assistant"
slug: "1730810426"
tags: ["Smart Assistants", "Accounting", "Statements"]
updated: 2026-09-16T15:50:46Z
published: 2026-09-16T15:50:46Z
canonical: "help.ila.cegid.com/1730810426"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounting Assistant

- [x] PT
- [ ] ES
- [x] AO
- [x] CV
- [x] MZ
- [ ] ST
- [ ] GW

- [ ] Professional
- [ ] Executive
- [ ] Public Sector
- [ ] Omnia
- [x] Evolution

---

You can access the Accounting Assistant through its **icon**, located in the top-right corner of the ERP.

Whenever you are working in a window related to accounting information (whether browsing or viewing), the Assistant will show a **message** on the icon indicating that **it can help with accounting information**. In that case, when you access the Assistant, it will already be set to the accounting context.

**Note**: although it indicates that it has context information, no information from the window is passed to the Accounting Assistant. In other words, this tool **does not have the window's context**, but rather a **global** accounting context, which can also be **customized** and viewed.

> [!WARNING]
> To access the business assistant, you must [enable the Cegid Account authentication method](https://help.ila.cegid.com/primavera/docs/en/1730223989), and the [user must have a Cegid Account](https://help.ila.cegid.com/primavera/docs/en/1730394704).

---

## Configuring the Accounting Context

By default, the Accounting Assistant already has an accounting context; however, this context can be **changed and adapted to the needs** of each company or user.

In the Accounting Assistant's configuration creation feature, you can **create additional configurations and specify which users have access to them**. However, a user can only have a single configuration.

To create a configuration for the Accounting Assistant, follow these steps:

1. Go to **Finance | General | Cegid Pulse | Accounting Configuration**;
2. Click **New** to create a configuration;
3. Specify the configuration's **Code** and **Description**;
4. Enter the **Analysis Period**, which is defined by the time span and the type of data grouping:
  - Time span: last **Years**;
  - Grouping: can be by **Year**, **Half-Year**, **Quarter**, or **Month**;
5. In the **Users** section, specify which users use the configuration:
  - All;
  - Specific users: in this case, click **Assign** and select the desired users;
6. Specify which **Financial Statements** to include:
  - Balance Sheet;
  - Income Statement;
7. Click **Save**.

You can view, at any time, the data that will be sent to Cegid Pulse. To do this, go to **Context** and select the **Preview Data** option.

**Note**: you should keep in mind the **number of records generated by the configuration**, since it will have a direct impact on **token usage** (reaching the maximum token limit per conversation).

---

## Data Sent to the Chatbot

The data sent to Cegid Pulse consists of the two main Financial Statements: the **Balance Sheet** and the **Income Statement**. For the base context, the **quarterly data for the last two years** is sent.

This data includes the **various classes** of the Financial Statements – Balance Sheet and Income Statement –, such as:

- non-current assets;
- current assets;
- equity;
- non-current liabilities;
- current liabilities;
- income;
- expenses.

Each entry includes **details** about the **fiscal year**, **accounting period**, **financial class**, **specific item**, and the **corresponding amount**.

---

## Practical Question Examples

Below are examples of how to ask questions in the Chatbot:

- What are the total expenses per year?
- What is the EBITDA per year?
- What is the Net Income for the Year, per year?
- What is the solvency ratio's value per year?
- What is the current ratio's value per year?
- What is the net profit margin per year?
- What is the return on equity per year?
- What is the sales growth rate over the last two years?
- How does the current gross profit margin compare with previous quarters?
- What percentage is my income compared to expenses, and how has it changed from one year to the next?
- Which expenses have grown the most?
- What is the projected net income for next year? Assume a growth rate of 1.5%.
- What are the best practices to adopt to mitigate the main financial risks?