If you have data that lives outside AccountEdge — a budget in a spreadsheet, a price list, figures from another system — you can upload it and work with it in AccountEdge AI. Upload an Excel (.xlsx) or CSV (.csv) file, and you can prompt from the uploaded data on its own or combine it with your company file data in a single report.
This feature is available on the AccountEdge AI Plus plan.
How to upload
Click the paperclip icon (Attach spreadsheet) in the prompt box.
Select your Excel or CSV file.
Click Upload.
Try prompts like
"Compare actuals to the budget in my uploaded plan."
"Show the variance by category, biggest first."
AccountEdge AI treats your uploaded figures and your AccountEdge data as one data set. Report across both without reconciling them by hand first.