Development preview
This work is being prepared and is not a production release announcement. Check your workspace for availability.
Start with the selected books
The assistant workspace is being prepared around the selected portfolio and reporting scope. Calculated guidance can help point to report changes and bookkeeping checks using the records you are permitted to view. It is a review aid, and its source figures still need to be checked.
Keep optional commentary explicit
Optional model commentary is a separate step. It is available only where a provider is configured and only after an explicit user request. The workspace must explain what will be shared before that request. Opening a public AI page or using calculated guidance does not itself ask an external model for an answer.
Preview status
This note describes work under development. It does not announce a production release or promise access in every account. Check your workspace for current availability. The assistant is not a substitute for source records or qualified accounting, tax and legal review.