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How the AI categorises, how it learns from corrections, and your own category lists.
3 articles
Categorising Invoices & Transactions
AI Finance Team gives your invoices and bank transactions a category on its own, and learns from every correction an accountant makes.
How AIFT Learns Your Categories
A correction you make today becomes an example the AI follows tomorrow. This is about what that means in practice, because a matched example does not always do the same thing.
Custom Categories
Beyond the built-in invoice and cash categories, every workspace can define its own custom category lists: extra ways of labelling invoices and bank transactions, such as cost centres, company cars or funding sources.…