Service page
AI categorization
Automated transaction coding with confidence scores and review queues.
- Confidence-based routing
- Vendor enrichment
- Learning from edits
What is included
- AI-based categorization with confidence scores.
- Smart rules for high-frequency vendors.
- Duplicate detection and anomaly flags.
- Review queue for low-confidence items.
- Audit-ready change logs and exports.
FAQ
AI categorization FAQ
How accurate is the categorization?
Accuracy improves over time as the system learns from edits and approvals.
Can we override categories?
Yes. Users can edit any entry and the system learns from changes.
What happens with low-confidence items?
They are routed to a review queue for quick approval.
Does this support custom categories?
Yes. You can map custom categories and tags to your chart of accounts.