Rules & memory
What the agent has learned from your firm's corrections. Confirm, edit, or scope a rule firm-wide. The more it learns, the more it can do on its own.
The agent noticed a pattern2 proposed
When merchant = Z Energy → code Fuel · 15% GST
You coded Z Energy to Fuel the last 14 times across 3 clients. Make this a rule so I apply it automatically?
When description contains "UBER" → code Travel · 15% GST
Coded consistently for Aroha Wellness, 6 matches. Suggest scoping to that client only, as other clients may treat ride-share differently.
Active rules28 total · 9 firm-wide
When merchant = Gilmours → Food & beverage · 15%
When merchant = IRD → GST payable · No GST
When amount > $10,000 + capital account → hold for review
When merchant = Powershop → Utilities · 15%
When merchant = JB Hi-Fi → Equipment
Transaction memory
Merchants recognised1,847
Active rules28
Firm-wide rules9
Corrections learned412
Auto-code rate92%
How memory works
Every time you accept, edit, or reject a suggestion, the agent remembers. Patterns become proposed rules you can confirm, and a rule scoped firm-wide applies across every client.
Nothing is hidden. You can pause or delete any rule, and see exactly how often each one was applied and kept.