Sika AI Assistant

17.1 Review Your Work

Open Sika AI Assistant for permission-filtered overdue receivables, bank exceptions, and required close checks. Each item opens the existing Accounting workflow. Attention items reflect current operational state, not a model-generated conclusion.

Use Financial Analysis to choose receivables, payables, bank-register movements, financial statements, journal activity, or close exceptions. Set the period, as-of date, and currency where available. Results come from SikaBooks' financial services and stored records rather than model calculations. Each result shows its range, source, freshness, and any incomplete-data warning. Receivables and payables exclude draft and void documents. Original-currency balances stay separate; a base-currency total uses stored translated amounts and is withheld when translation evidence is missing. Bank-register movements include labelled pending records and are not a cash-flow statement. Historical receivables and payables use current document balances through the selected date, not reconstructed historical balances.

17.2 Ask With Evidence

Chat requires active AI access, remaining allowance, and permitted external processing. Conversations are private to their creator. Ask a specific Accounting question and review the cited sources and verified facts. When deterministic financial facts are supplied, the answer presents only server-labelled values, currencies, and periods; model-written prose is not retained alongside them. Guidance without deterministic financial facts is labelled Unverified AI guidance, not a verified financial conclusion. Unsupported claims are withheld, and stale snapshots and insufficient evidence are shown explicitly. Financial decisions should use the live source report, not an old conversation.

Without a selected period, analysis uses fiscal year-to-date. In chat, this year and this quarter mean calendar year/quarter-to-date. Use explicit dates, a named month and year, or a quarter and year for another period. Ambiguous periods or currencies require clarification. Future dates show incomplete records, not a forecast.

17.3 Accept a Suggestion

Suggestions do not change Accounting records automatically. Open the review panel to inspect journal accounts, debit and credit lines, totals, currency, source evidence, and freshness. Reminder proposals display the recipient, subject, and complete unsent message. Suggestions use authorized source identifiers; changed records must be refreshed before review or application.

Accept suggestion records your review. Create journal draft creates an unposted draft through the existing journal service. It does not post or approve it. Continue through normal validation, approvals, fiscal locks, and segregation-of-duties controls. Invoice reminder suggestions remain unsent. Bank suggestions open the bank review workflow. Rejecting a suggestion does not alter the source record.

17.4 Measure Quality

Bank review metrics count accepted, corrected, rejected, and skipped outcomes by evidence method. A model's confidence is not a measured accuracy rate. Operators can run accounting:evaluate-ai --format=json for the offline regression fixtures and accounting:purge-ai-conversations --all --dry-run to preview retention. Evaluation makes no external provider calls and is not a substitute for production outcome review.