You've linked AccountEdge AI and the sync is done. Here's what happens next.
Open your workspace
Go to app.accountedge.ai and choose your workspace. If you have more than one, pick from the workspace dropdown in the top left.
Ask for what you want
Type a plain English sentence. Don't overthink it. For example: "Build me a P&L for the last 3 months."
Read what comes back
Within seconds, you get a formatted project built from your own data, not a template. The left side of the window displays insights and a project summary.
Refine in conversation
Skip the new prompt. Skip the new project. Keep talking. This back-and-forth gets you the best results. Try asking AccountEdge AI to:
Break it down by month.
Compare it to the same period last year.
Explain why a number spiked.
Add charts and graphs
Click the Charts icon in the prompt box. AccountEdge AI suggests a few chart options based on your results. Select one, then change the chart type to customize further. Click the Charts icon again to add more visuals. Reports, Charts, and Exporting in AccountEdge AI has more on working with visuals.
Export or share
Click the three dots in the upper right corner of the window. Select Export as PDF. AccountEdge AI Plus users get CSV and Excel export too. Reports, Charts, and Exporting in AccountEdge AI covers all the export options.
Come back next period
Open the same project and regenerate it, using the same three-dot menu, against a fresh date range. Building the perfect prompt took an hour the first time. Every time after that takes seconds.
For tips on writing prompts that land on the first try, see Creating and Enhancing Prompts in AccountEdge AI.