AI suggestions, merchant recognition and your firm's rules work together to code transactions at volume. Accept the high-confidence batch in a click; the rows the agent is unsure of route to your review instead of being guessed.
The agent codes every transaction with a confidence score. Everything above your threshold is ready to accept together; everything below it is held for a human.
Approve hundreds of high-confidence suggestions at once.
Low-confidence rows are held, never silently coded.
Split transactions in bulk and match receipts.
When you edit a suggestion, the agent remembers. Patterns become proposed rules you can confirm and scope firm-wide, so next period it codes even more for you.
Merchant recognition that improves with use.
Set once, apply across every client.
See how often each rule was applied and kept.
Let the agent do the volume and bring you only what needs a decision.