Get guidance on finance processes (One Finance Process Assistant)

Overview

Available for: Finance, Procurement and Delivery teams. The One Finance Process Assistant agent helps you understand end-to-end finance processes such as forecasting and monthly closure. It helps you quickly access approved internal guidance when you need it. For now, it focuses on standard SAP finance processes, so some local country details may not yet be available.

Added value

  • Get quick guidance without searching across multiple documents
  • Understand the standard process and next steps more easily
  • Reduce back-and-forth by getting answers to common “how do I” questions

How it works

  1. In Neo, find the One Finance Process Assistant in the left-hand pane (listed as an agent)
  2. Ask your question in plain language
  3. Use it for topics such as customer invoicing or creating new project codes

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