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AI Assistant for Oracle: Ask Your Finance Data in Plain Language

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AI Assistant is now available in APRO Cloud Solutions (ACS) for direct integration with Oracle Fusion Cloud, Oracle Financials, and Oracle E-Business Suite.

Finance teams using ACS with Oracle can now ask questions about their bank statement data in plain language and get the answer in seconds. The same release brings AI to invoice recognition and puts expert setup help on the screen.

Finding an answer used to mean knowing which tab to open, which filters to set, and which columns to add. Now your team types the question the way they’d ask a colleague, such as “debit lines over 10,000 this year,” and gets the matching rows, a count, or a total right where they work.

What is AI Assistant in ACS?

AI Assistant is a built-in AI chat assistant for ACS, APRO’s banking and invoice automation platform for Oracle. It does three things in this release:

  • Answers questions about your bank statement data in plain language on the Bank Statements History screen.
  • Reads your PDF invoices with AI and learns from your clerks’ corrections.
  • Answers how-to questions on setup screens using the ACS user manual.

There’s nothing new to learn. You open the assistant panel on the screen you’re already using, type a question, and read the answer.

What questions can you ask AI Assistant about bank statements?

You can ask for a list, a figure, or a top list from your bank statements and statement lines. AI Assistant works out whether your question is about whole statements or individual transactions.

You want Ask, for example
A list “Debit lines over 10,000 this year” or “lines with ACME in the description this quarter”
A figure “How many statements were approved last month” or “total debit amount per currency this quarter”
A top list “Top 5 lines by amount in June” or “the 10 latest statements for account X”

Every answer shows the period and filters it applied, so you can confirm it understood you. Totals are always split by currency, so amounts in different currencies are never added together. One click on Export shown results sends the answer to Excel.

How does AI invoice recognition work?

AI invoice recognition reads each PDF invoice alongside your existing recognition setup, and the best result wins field by field. It fills the gaps your classic setup misses, so clerks type less by hand.

  • It reads the whole invoice. Large invoices are split into parts and read completely, so no lines get cut off at the end.
  • It shows its work. Header fields and invoice lines are highlighted right on the PDF, so clerks can check what was read at a glance.
  • It learns from your team. When clerks make the same correction for a supplier on three or more recent invoices, such as swapping the day and month, the AI applies that correction to that supplier’s next invoices automatically.

Can AI Assistant help with ACS setup?

Yes. On ACS setup screens, administrators can ask a question in their own words, such as “How do I unlock a user who is locked out?”, and get a short answer drawn from the ACS user manual. Each answer links to the exact manual section it came from, so you can check it before changing a setting.

AI Assistant knows which screen you’re on and answers in your application language. If the manual doesn’t cover your question, it tells you so instead of guessing.

Is my financial data safe with AI Assistant?

Yes. Your bank statement data stays in ACS. When you ask a question, only the question and a fixed list of searchable fields go to the AI model. ACS checks the AI model’s response, then runs the search itself.

  • Read-only. Asking a question never changes a statement, a line, or a setting.
  • Access-aware. Each user only gets answers about the bank accounts already linked to their account.
  • No guessing. A question that doesn’t fit is declined with a clear message, never answered with a guess.
  • Cost control. The Data usage screen shows AI usage by user, module, and feature. Administrators can set daily or monthly usage limits that either block or warn.

Who is AI Assistant for?

AI Assistant is for anyone in finance who needs answers from ACS fast.

Team How AI Assistant helps
Treasury and cash management Look up statement lines, balances, and totals without building filters
Accounting and audit Pull exactly the transactions you need and export them to Excel
Accounts payable Fewer empty fields and repeat corrections on incoming invoices
ACS administrators Get setup answers from the manual without leaving the screen

Frequently asked questions

Does AI Assistant work with Oracle E-Business Suite and Oracle Fusion Financials?

Yes. AI Assistant is part of ACS, which works with both Oracle E-Business Suite and Oracle Fusion Financials.

Does AI Assistant send my bank statement data to an AI model?

No. Only your question and a list of searchable fields go to the AI model. ACS runs the search on your data itself.

Can AI Assistant change my data?

No. Asking a question is read-only and never changes a statement, a line, or a setting.

What happens if AI Assistant doesn’t understand my question?

It tells you why it can’t answer, instead of showing an empty result or guessing. Every answer also shows the period and filters it used, so you can rephrase if needed.

What period does AI Assistant use if I don’t name one?

The last 12 months up to today. Name a period, such as “in 2024” or “last quarter,” to see something else.

Can I control how much AI my team uses?

Yes. Administrators can see usage on the Data usage screen and set daily or monthly limits per user, module, or feature.

Can I ask AI Assistant about invoices, payments, or direct debits?

Not yet. In ACS 26.03.00, plain-language data questions are available on Bank Statements History. On the invoice side, AI improves how invoices are read and recognized.

Is AI Assistant included in ACS by default?

AI Assistant is available on request. Contact sales@pairsoft.com to get a free demo and learn more.

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