Which account an expense belongs on is the question that actually costs time in an office. The answer now comes from your own booking history, not a guess based on a keyword.
The vendor and the text are matched against earlier bookings, and the suggestion arrives with the reason why that particular account fits. If a line cannot be matched with confidence, it stays open and editable. It is not booked wrong or blocked.
This replaces a plain keyword search that, for example, kept booking a recurring internet invoice as a phone expense.
What ports as-is
- The suggestion draws on your own bookings already on file
- Vendor and text are matched and ranked against your chart of accounts
- Every suggestion comes with the reason why that account fits
- An unclear line stays open and editable instead of being booked wrong
- The same suggestion appears in the booking form and in chat
What we build for you
- Your chart of accounts and the booking history to learn from
- The fields matched for your business
- The point at which a line is left for a person
