Finding information, opening the right screen, or working with your business data in Exact no longer has to mean clicking through menus. With Flippy, you simply ask.
We are excited to introduce Flippy, an AI-powered assistant built directly into Exact Globe+ and Exact Synergy to make everyday work faster, more intuitive, and more accessible. In Exact Globe+, Flippy is the Globe Agent. In Exact Synergy, Flippy is the Synergy Agent.
Instead of navigating through multiple menus or remembering where information is stored, you can describe what you need in natural language and let Flippy help you find it, understand it, and take action.
Work with Your Data Using Natural Language
Flippy lets you interact with your business data using everyday language. Ask a question, describe what you need, or request an action, and Flippy interprets your request within the context of your Exact environment.
Whether you are looking for information, exploring a record, navigating to a specific function, or working with business data, the results appear directly in the conversation so you can continue your work without switching to a separate AI application.
Flippy in Exact Globe+
In Exact Globe+, Flippy understands the company, screen, records, and permissions of your current environment. You can ask questions about sales orders, purchase orders, budgets, customers, items, invoices, and other business data, and open relevant records directly in Globe+.
Flippy is available from the Agent button in the bottom-right corner of Exact Globe+.
Ask Your Business Data
You can ask Flippy questions about sales orders, purchase orders, budgets, customers, items, invoices, and other business information.
For example:
- “What can you do?”
- “Show me my purchase orders.”
- “Summarize this customer.”
- “Open the Finance menu.”
The results appear directly in the conversation, with links that can take you to the relevant records in Globe+.
Results appear directly in the conversation, with links to relevant records in Globe+.
Check and Understand Your Stock
Flippy can help you understand your current inventory without manually checking multiple screens. Ask about stock levels, stock movements, or depletion forecasts, and Flippy can combine relevant information to help you assess whether available inventory is sufficient for an order.
Navigate Globe+ by Simply Asking
Finding the right application or menu becomes easier with natural language.
Ask Flippy to open Finance, Inventory, sales orders, purchase orders, items, or other applications and records. Rather than searching through the system, you can simply describe where you want to go.
Understand What Is on Your Screen
Flippy can also work with the context of the information currently displayed in Globe+.
Whether you are looking at a customer, order, item, or another record, you can ask Flippy to summarise the information and help you understand what is relevant without reviewing everything manually.
Turn Queries into Emails
When you have found the information you need, Flippy can help turn it into an email.
Based on your prompt, it can prepare the recipients, subject, email body, and attachment. Before the email is sent, you can review and edit the content in the review screen.
Simplify Recode Operations
Flippy also introduces a more controlled way to handle recoding operations in Globe+.
You can rename individual codes or perform bulk recoding using an Excel file. Multiple master-data categories are supported, including accounts, items, projects, people, journals, and more.
Instead of making large numbers of manual changes one by one, Flippy helps streamline the process while keeping the operation within the permissions of your Exact environment.
Work with Excel and External Information
Flippy can work with uploaded Excel files and export information from your conversation into a new Excel file, making it easier to move between Exact data and spreadsheet-based workflows.
When you need information from outside Exact Globe+, Flippy can perform web searches and bring relevant external information into the conversation alongside your current Globe+ context.
AI That Respects Existing Permissions
AI should make work easier without changing the security model that protects your business data.
Flippy works within the existing permissions and function rights established in Exact.
This means Flippy can only query, navigate, recode, or perform actions that the current user is already permitted to perform. It does not bypass existing permissions.
This allows organisations to introduce AI assistance while continuing to work within the security framework already established in their Exact environment.
Flippy in Exact Synergy
Flippy brings the same conversational approach to Exact Synergy, helping users interact with business information through natural language.
Flippy brings AI assistance directly into the Exact Synergy environment.
Ask Questions, Find Information
With the Synergy Agent, you can ask questions about your business information using natural language and receive relevant results directly in the conversation.
Whether you need to find a specific record, retrieve information, or explore your Synergy data, you can start with a simple question instead of searching through different screens.
AI Assistance for Everyday Work
Flippy is designed to support everyday Synergy workflows by reducing repetitive navigation and information-search tasks.
It can help with:
- Searching and retrieving information
- Asking questions about Synergy data
- Working with business records
- Navigating information using natural language
- Supporting everyday Synergy workflows
Results are presented directly in the conversation, making it easier to find and understand information in Exact Synergy.
Designed Around Your Business Data
Flippy works with the information already available in your Exact Synergy environment. Your work stays within the familiar Exact environment, while AI assistance becomes part of the way you interact with your business data.
From Question to Action
Whether you work in Exact Globe+ or Exact Synergy, Flippy brings AI assistance directly into your everyday workflow. Instead of remembering where a function is located or how to retrieve specific information, simply describe what you want to accomplish.
Flippy is a GLM product built for the Exact ecosystem, bringing AI-powered assistance into everyday business workflows and making business software more intelligent, conversational, and easier to work with.
Ask. Find. Understand. Act.
With Flippy, AI assistance becomes part of your everyday Exact workflow, helping you spend less time navigating and more time getting work done.