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AI learning and updated dashboard
AI learns from published transactions to improve categorization, plus new dashboard features including favorites and pending counts.
AI learning
When transactions are published to accounting software, the system captures all user modifications and stores updated data. AI analyzes semantically similar transactions and applies matching categorizations.
- AI tooltips clearly indicate when previous transaction data influences suggestions
- No supplier rules required; simply publishing transactions enables AI learning for future categorizations
This represents the initial iteration. Future development will enable learning from historical transactions, allowing new clients to benefit from accumulated organizational data.
Updated dashboard
- Mark specific client accounts as favorites for easier navigation
- Dashboard displays transaction count requiring review per client to aid prioritization
