AI Features for Financial Consolidation and Close

Feature	What it Does	AI Type	Initial Release
Reporting Agent	Analyzes report data and gains insights using natural-language questions. Helps you to quickly understand report grid data by answering questions about values, trends, rankings, comparisons, and calculations directly from HTML report previews. Supports conversational follow-up and remains grounded in the current report, grid, and point of view.	GenAI	26.07
Consolidation Job Analytics	Generates a GenAI-based job summary for completed Consolidation jobs, visible from Job Details in the Jobs console.	GenAI	25.07
IPM Insights	GenAI-enhanced summaries in IPM Insights from forms and dashboards. When users open the Insights panel from a supported form or dashboard, a GenAI-enhanced summary is shown if Generative AI is enabled; otherwise users see counts and categorization by insight type. See also: IPM Insights Enhancements	Predictive and GenAI	25.07

Feature

What it Does

AI Type

Initial Release

Analyzes report data and gains insights using natural-language questions. Helps you to quickly understand report grid data by answering questions about values, trends, rankings, comparisons, and calculations directly from HTML report previews. Supports conversational follow-up and remains grounded in the current report, grid, and point of view.

GenAI

26.07

Consolidation Job Analytics

Generates a GenAI-based job summary for completed Consolidation jobs, visible from Job Details in the Jobs console.

GenAI

25.07

IPM Insights

GenAI-enhanced summaries in IPM Insights from forms and dashboards.

When users open the Insights panel from a supported form or dashboard, a GenAI-enhanced summary is shown if Generative AI is enabled; otherwise users see counts and categorization by insight type.