Correct invoices with Copilot
Copilot is part of our active development pipeline. If you don't see the chat bar at the bottom of the invoice detail page, that's expected. Your administrator or your Mod AI partner can let you know when it's enabled for you.
Copilot is the chat bar at the bottom of every invoice detail page. You type what you want to change in plain language, the agent generates a diff, and you accept or reject before it applies. It is the fastest way to fix multiple fields at once without clicking through every row.
Where to find Copilot
Open any invoice from the Invoices list. On the invoice detail page, the Copilot chat bar runs along the bottom edge of the page — full-width, with the placeholder text Ask AI to edit this invoice… on the left and a circular send button (with an arrow icon) on the right.
If you don't see the chat bar at the bottom of an invoice page, Copilot isn't enabled for your entity yet. Your administrator or Mod AI partner can flip it on.
What you can do with Copilot
Anything that you could do by clicking through the fields manually, but in plain language and in one step:
- Recode line items. "Reassign all line items to GL account 5200."
- Bulk-update dimensions. "Set Department to Marketing on every line."
- Fix vendor matches. "This is from Acme Corp, not Acme Industries."
- Adjust amounts. "The tax should be $42, not $24."
- Apply selective changes. "Code lines 1 through 3 to 6420 and the rest to 6500."
- Combine multiple edits. "Set vendor to Acme, code all lines to 5200, and set the due date to March 15."
- Itemize against receipts. "Itemize this invoice from the attached receipts." Copilot looks up matching receipts and proposes line items from them.
- Consolidate noisy line items. "Consolidate duplicate lines." Copilot collapses lines that should be merged.
The Itemize and Consolidate intents are deterministic — given the same invoice state, you get the same proposal every time.
What you cannot do with Copilot
Copilot operates on a single invoice. It cannot:
- Change settings, policies, or Agent instructions.
- Edit other invoices.
- Approve or reject the invoice (use the explicit Approve / Reject buttons).
- Bypass validation rules.
How it works
When you submit a prompt, the agent reads the current invoice state, your prompt, and your Agent instructions. It generates a proposed change, displays a diff, and waits for you to accept or reject.
Nothing changes on the invoice until you click Accept. The diff view shows exactly what will change before you commit.
After you accept, the change is applied and recorded in the invoice's activity log. You can undo the last accepted change if you change your mind.
Who can use Copilot
Anyone with edit access on the invoice can use Copilot. That includes Administrator, Controller, and AP Specialist roles. Approvers and Auditors do not have access.