How to create and use accounting firm agents

What is it for?

An accounting firm agent is an assistant with its own instructions and sources, for example to answer VAT questions using the firm's internal notes. It only suggests and explains, for a person to check: it does not validate, post, sign, send or pay.

When to use it?

• The firm keeps repeating the same answers and wants them to start from its own texts.
• You want to change the way a built-in agent answers.

Where to find it?

• Create: Copilot › Agents › Agents of the office.
• Change the instructions of the built-in agents: Copilot › Instructions › Agent instructions.
• Ask: dashboard that opens with Accounting, Supporting lists group, Ask an agent of the office link, with Accounting firm mode turned on in Settings › Accounting › Accounting firm. You can also type agente do gabinete in the Search menu box, in the top bar; only what your profile can open appears. With Accounting firm mode off, the Accountant finds nothing.

Before you start

• To create: the system administrator (or Fiscal administration). The Accountant does not see these entries.
• To ask: the Accountant profile and Accounting firm mode on.
• For it to work: the switches Copilot (master switch of the company), AI connection (calls to the AI provider) and AI - Agents of the office, in Copilot › Control › Switches, and a ready AI connection.
• Done on 5 November 2026, in Empresa Demonstração, Lda, where the agent Assistente do IVA (exemplo) already exists, switched off.

How to use it

Creating an agent

1. Open Copilot › Agents › Agents of the office and click New.
2. Type the Name. In Connection to the AI, choose the connection, or leave it empty to use the Default connection.
3. In Who can use it, choose the profiles that can use it.
4. In the Instructions tab, type what the agent should do.
5. In the Sources tab, click Add a line and fill in Source and Text, or choose a File. With Answer only from the sources ticked, the agent only uses what is here.
6. Tick On when it is ready and save. A new agent starts switched off.

Asking a question

1. With the Accountant profile, open Ask an agent of the office.
2. Choose the Agent of the office and type Your question.
3. Click Ask the agent.

Changing the instructions of a built-in agent

1. Open Copilot › Instructions › Agent instructions and choose the agent.
2. In My text, type the instruction. Below it you see the Original text and the Rules always added, which cannot be changed.
3. Save. When empty, My text leaves the agent with the original text.

Expected result

The agent appears in the Agents of the office list and, when switched on, among the choices in the question window.

Pending validation on screen: the agent's answer. The demo is a test database and fiscaldoo does not call the AI from it.

Important notes

• Health, strikes and trade unions: writing in the instructions does not make the agent read this data. What goes to the AI depends on Allow personal and sensitive data on this connection?, off by default: only with it on does data about health, trade union membership or strikes go as it is. Credentials are never sent. See Privacy and consents.
• An agent belongs to one company. In a group, create it in each company.

Common problems

“Choose the agent of the office first. Nothing was sent…”

• Cause: you clicked Ask the agent without choosing the agent.
• What to do: choose it. If the list is empty, ask the Fiscal administration profile to create and turn on an agent.

“There is no API key of this provider in the vault for company…”

• Cause: the agent's connection has no key.
• What to do: ask the Fiscal administration profile to type the key in the connection, or to choose another connection for the agent.

“Some required fields are empty…”

• Cause: you saved the agent without a Name.
• What to do: fill in the fields marked in red.