Autopilot for sales transactions
Autopilot now learns sales transaction patterns and auto-publishes when document legibility, extraction completeness, and historical consistency checks all pass.
Autopilot for sales transactions
Last year, we released Autopilot for cost transactions. Autopilot is a self-improving system that learns your team's publishing patterns from previously processed transactions. Once it has sufficient confidence in how similar transactions should be handled, it begins auto-publishing them using historically consistent data.
Three validation checks
Before auto-publishing, Autopilot runs three verification checks:
- Document legibility
- Completeness of data extraction
- Consistency with historical patterns
Only when all three checks pass will Briefcase auto-publish the transaction.
Now available for sales
We've extended this feature to sales transactions. Briefcase has started learning your sales transaction publishing patterns and will begin auto-publishing once it reaches the required confidence thresholds.