Add Context for AI - Trial Balance

Trial Balance Context Integration

The Trial Balance (TB) can be added as part of the analysis context. The system automatically retrieves the Trial Balance from the books that have been uploaded into the platform.

Users can select the Trial Balance as contextual data when initiating an AI analysis query. The AI model will then use this information to generate insights and perform analytical review procedures.

Prior Year Comparison

The system also supports comparative analysis with the Previous Year (PY).

When prior year data is available, the AI model can compare the current year Trial Balance with the Previous Year Trial Balance.