AI Features for Tax Reporting

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. See also: Reporting Agent Enhancements	GenAI	26.07
Return to Accrual (RTA) Automation AI Assistant	Uses plain English instructions to configure RTA automation across entities and jurisdictions, then generates configuration after user confirmation.	GenAI	26.05
IPM Insights	IPM Insights empowers finance and operational users with data science optimized for multidimensional planning and forecasting use cases. IPM Insights analyzes past data and predicted data, helping you find patterns and insights into data that you might not have found on your own. Insights can be trends, anomalies, forecast bias, or variations.Administrators configure insights and then run them, and can schedule them to run on a regular basis. Planners can then review and analyze insights in a dashboard, and take appropriate action to improve the forecast. Administrators configure insights and then run them, and can schedule them to run on a regular basis. Planners can then review and analyze insights in a dashboard, and take appropriate action to improve the forecast. You can also view insights directly from a form or dashboard, including GenAI-enhanced summaries. See also: IPM Insights Enhancements	Predictive and GenAI	25.02

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.

See also: Reporting Agent Enhancements

GenAI

26.07

Return to Accrual (RTA) Automation AI Assistant

Uses plain English instructions to configure RTA automation across entities and jurisdictions, then generates configuration after user confirmation.

GenAI

26.05

IPM Insights

IPM Insights empowers finance and operational users with data science optimized for multidimensional planning and forecasting use cases. IPM Insights analyzes past data and predicted data, helping you find patterns and insights into data that you might not have found on your own. Insights can be trends, anomalies, forecast bias, or variations.Administrators configure insights and then run them, and can schedule them to run on a regular basis. Planners can then review and analyze insights in a dashboard, and take appropriate action to improve the forecast.

Administrators configure insights and then run them, and can schedule them to run on a regular basis. Planners can then review and analyze insights in a dashboard, and take appropriate action to improve the forecast.

You can also view insights directly from a form or dashboard, including GenAI-enhanced summaries.