The question that actually costs an owner time, which account a cost belongs on, is answered from their own history. The vendor and the text are matched against what was booked before, the suggested account comes back with the evidence behind it, and a line that cannot be resolved arrives with an empty picker rather than a wrong account or a rejected batch.
What ports as-is
- The suggestion service over the historic entries
- Candidate ranking by vendor and text against the chart of accounts
- The evidence returned beside each suggestion
- The fall-through that keeps an unresolved line editable
- The same suggestion in the booking form and in the chat proposal
What we build for you
- The chart of accounts and the history to learn from
- The matching fields for that business
- The threshold at which a line is left for a human
