What the Copilot is and what it can do
The Copilot is fiscaldoo's assistant. It answers questions about the product and, with artificial intelligence (AI) turned on, helps you read documents, write texts and ask questions about the company's figures. Everything the Copilot proposes is for you to confirm: the person decides.
What works without AI
The Copilot window, from the Copilot icon in the top bar, opens with the Step by step help. It answers by searching the product guides and the menus, without sending anything outside. See How to get answers in the Copilot window.
What needs AI
Ask the numbers, Open a list, Create a report, Write a text and Import vendor invoices need an AI turned on. Without it, the window says “The conversation with the AI is off for you in this company” and tells you who can turn it on.
Who decides
- Off by default. In Copilot › Control › Switches, each function has a switch. Those of type Outside send text to an external AI provider and stay off “until the company decides”. Those of type Safe send nothing outside. Those of type You decide are also off by default (on screen, all 25 switches are off).
- The provider is the company's choice. There are six in the AI providers list: AMÁLIA (on its own server), Anthropic, DeepSeek, Mistral, OpenAI and Z.ai. The company uses its own key and the provider bills it for the usage. See How to connect the Copilot to an AI provider.
- Consents. Providers that need the customer's consent (Z.ai and DeepSeek; the Needs the customer's consent column in AI providers says which) stay off until the company gives express consent. Personal and sensitive data only goes over a connection where the company has authorised it: it is an option of each connection, off by default. Anthropic and OpenAI also have servers outside the EU (in the United States): each provider's Country of the servers appears on screen.
- Everything is logged. The Log, the AI calls and what the Copilot read are in Copilot › Control: see How to see what the Copilot did and what it sent to the AI.