How to ask the Copilot to review the month-end closing or the payroll

What is it for?

The reviewers read the month and tell you, in plain words, what you should look at before closing. They only read: they do not correct or post anything.

• The Closing reviewer reads the closing checks and notes and explains what is missing and why.
• The Payroll reviewer compares the month's payslips with those of the previous month and points out what is unusual. It does not decide anything about people.

When to use it?

• Before closing the month.
• After processing payroll, before paying it.

Where to find it?

• Payroll reviewer: Payroll › Prepare › What is there to do this month?, Review with the Copilot group, Payroll reviewer link. The system administrator also has Copilot › Agents › Payroll reviewer.
• Closing reviewer: Accounting › Close › Close the month, Supporting lists group, Closing reviewer link.

You can also type revisor do fecho or revisor de salários in the Search menu box, in the top bar, and press Enter to open the agent. Only what your profile can open appears: the Accountant finds the Closing reviewer, and the Payroll Processor the Payroll reviewer.

Before you start

• Closing reviewer: the Accountant or Fiscal administration profile, and the AI - Closing reviewer switch.
• Payroll reviewer: the Payroll Administrator or Payroll Processor profile (or the system administrator), and the AI - Payroll reviewer switch.
• Both: in Copilot › Control › Switches, Copilot (master switch of the company) and AI connection (calls to the AI provider), and a ready AI connection. With the switch off, the window says “This agent is switched off…”.
• Done on 5 November 2026, in Empresa Demonstração, Lda.

How to use it

1. Open the reviewer. The Month of field comes with today's date.
2. In Month of, choose a date in the month you want to review.
3. Click Review.

Expected result

The window shows the Result and the Answer. If the Payroll reviewer finds nothing, it says Nothing unusual:

Pending validation on screen: the answer when there is something to point out. The demo is a test database and fiscaldoo does not call the AI from it.

Important notes

• Pending validation on screen: Review with the processing profile and an AI answer. With nothing to point out, with the payroll profiles, Review gave Nothing unusual, without calling the AI.
• “Nothing unusual” does not mean everything is right. The sentence says “in what you can read”: the reviewer only sees what the profile of the person asking can read. The checking is still yours.
• Personal data follows the connection's rules. Data about health, trade union membership or strikes only goes as it is with Allow personal and sensitive data on this connection? on, and it is off by default. Credentials are never sent. See Privacy and consents.

Common problems

“The AI is not called from a test environment. Nothing was sent…”

• Cause: you clicked Review in a test database.
• What to do: use the production database. In test databases the AI only works if the system administrator allows it.