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Ask Copilot: cash, projects and payables
Ask once. Answer from the live books. Natural-language access to SQL Accounting for CFOs and Project Directors - cash position versus last month, projects overrunning cost, payment vouchers grouped by project and vendor.
- Malaysia
- SQL Accounting
- Microsoft Copilot
- Azure SQL
Example prompts
Month-end is too late to see voucher risk
Ask once. Answer from the live books. Natural-language access to SQL Accounting for CFOs and Project Directors - cash position versus last month, projects overrunning cost, payment vouchers grouped by project and vendor.
- Cash: position vs last month and outstanding receipts
- Projects: overrun cost and voucher variance drivers
- Payables: vouchers this week by project and vendor
- Answers from Azure SQL, not spreadsheet chase
- Risk visible as postings land
- Crest maps prompts to your chart of accounts
FAQ
Ask Copilot Cash Project Payables - common questions
What is AI for Accounting and ERP from Crest?
A Microsoft Azure workflow that connects SQL Accounting (and similar ledgers) to Microsoft Copilot Premium and Copilot Studio so CFOs ask cash, cost and voucher questions from a governed Azure SQL replica.
Does SQL Accounting stay the system of record?
Yes. SQL Accounting remains the ledger. Firebird is not exposed to Microsoft 365. Copilot reads a governed Azure SQL replica.
Do we need Microsoft Copilot licences?
Yes. Crest quotes Microsoft 365 Copilot Premium and Copilot Studio capacity for Malaysian tenants, alongside Azure where required.
Can we get a walkthrough?
Yes. Crest can walk the Azure workflow in about 20 minutes and map it to your SQL Accounting company and Copilot tenant.
Ready to connect SQL Accounting to Copilot?
Crest quotes Microsoft Copilot Premium, Copilot Studio and Azure capacity, then maps the workflow to your ledger.