Learn how to install and set up Financial Intelligence for optimal performance and analysis.
Download
Obtain the application by downloading it from Microsoft AppSource
Configuration
Once you have installed the application in your environment, go to Extension Management and search for AI Financial Intelligence. Open it in a new window and make sure the Allow HttpClient Requests toggle is turned on. The application connects to an external licensing portal to register your environment. This step is also required during the Free Trial.
Permissions
If the user designated to use AI Financial Intelligence holds the SUPER role, you can bypass this step.
Go to the Users page, select the user you’re interested in, and then in the User Permission Sets field, choose an empty line. Click the three dots on the right side of the line, and then search for DATACOURAGE AIFI DCG in the Permission Set Lookup.
Initialization
After completing the above steps, return to the Business Central homepage, then navigate to the Chart of Accounts page. On the top ribbon, you will notice Financial Intelligence – click on it and then proceed to AI CFO Assistant.
A new window will appear, displaying the main page of the Financial Intelligence application. At the top of this window, click on the Start Here action. Follow the prompts that appear to enter or confirm the necessary information contact information.
Once the application has been successfully initialized, additional options will become available, allowing you to fully utilize the features of Financial Intelligence.
In the Financial Intelligence App Management panel, you can check the activation status of your license and the number of available tokens.
You can check the video below, which shows the installation and initialization of the application!