Financial Consolidation and Close Assistants

This EPM Assistant enables Service Administrators to download AI agent templates for integrating Cloud Enterprise EPM or Cloud EDM with Fusion AI Agent Studio. 

The following assistants are available:

  • Calculation Assistant to Create Configurable Consolidation Rules for Administrators: Helps Administrators create Configurable Consolidation rules with rulesets, or add new rules to an existing ruleset. By providing a guided framework, the Calculation Agent Assistant reduces the complexity and time involved in setting up Configurable Consolidation rules.
  • Consolidation Performance Diagnostic Assistant for Administrators: The diagnostic assistant can automatically identify deviations from standard configurations, proactively highlighting potential application corruptions or misconfigurations. It suggests actionable next steps based on consolidation job analytics.

Business Benefit: The Financial Consolidation and Close Assistants significantly reduce the manual effort and time required for Service Administrators to set up Configurable Consolidation rules, and enable earlier detection of issues, reducing debugging efforts and minimizing downtime due to configuration issues.

Steps to enable and configure

Use the steps in How to Use EPM Assistants with AI Agent Studio in Getting Started Guide for Administrators.

Key resources