Stop Coding Transactions Manually
Let the rules engine and AI handle the repetitive work. Auto-categorize, auto-code, and — on Professional and above — detect anomalies, so your team can focus on exceptions.
Rules Engine
Create rules that automatically apply GL codes and dimensions based on merchant name, amount triggers, or description keywords.
- Merchant-based rules for recurring vendors
- Amount triggers for threshold-based coding
- Description keyword matching for flexible rules
AI Suggestions
Machine learning analyzes your coding history and suggests the right dimensions for new transactions with confidence scoring.
- Learns from your organization's coding patterns
- Confidence scoring shows prediction quality
- One-click apply to accept suggestions instantly
Duplicate & Anomaly Detection
Automatically flag potential duplicate transactions and — on Professional and above — unusual spending patterns, before they become problems.
- Automatic flagging of potential duplicates
- Amount outlier detection for unusual spending (Professional and above)
- Duplicate prevention saves time on reconciliation
Rules engine
Auto-code by merchant, amount, keyword
AI suggestions
Learn from your coding history
Anomaly detection
Flag spending outliers — Professional and above
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Frequently asked questions
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