Adam, your AI-powered accountant, makes it incredibly easy to add accounts to your Chart of Accounts by simply typing what you want in plain language; no need to worry about complex forms or technical jargon.
Step-by-Step Guide
Navigate to Chart of Accounts
From the top navigation menu, select Chart of Accounts.
On the Chart of Accounts page, click the Add Chart of Account button.
A dropdown will appear with available entry methods.
From the dropdown, select Bulk.
This opens the prompt page for entering multiple accounts at once.
Type your Prompt
In the modal, you'll see a prompt box where you can describe the account you want to create in your own words.
Example prompt:
“Create an asset account called ‘Office Furniture’ with an opening balance of ₦500,000.”You can be as specific as you like. Adam understands a wide range of instructions.
Click “Submit”
Once you’ve entered your prompt, click the “Submit” button.
Adam will read your instructions, interpret the request, and automatically create the correct account entry.
View your new Account in the Chart of Accounts
After processing, the new account will appear instantly in your Chart of Accounts Table, complete with the appropriate account type, name, and opening balance (if specified).
