Human Review Queue
The agent was not confident enough to categorize these. It would rather admit doubt than write something wrong — a miscategorized expense filed with false certainty is one nobody ever looks at again.
| Date | Vendor | Amount | Best Guess | Why It Was Held Back | Confidence |
|---|
All Transactions
Every uncategorized transaction read from QuickBooks, with the account the agent suggests and how it decided.
| Date | Vendor | Amount | Suggested Category | Confidence | Decided By |
|---|
Learned Rules
When a bookkeeper re-categorizes a transaction in QuickBooks, the agent learns it. That vendor is then categorized instantly and for free — no AI call, and always the same answer.
| Vendor | Always Categorized As | Times Applied | Last Corrected | Learned From |
|---|
Categories In Use
Taken from the client's own chart of accounts. The agent can only ever propose an account that exists here — it cannot invent a category.
| Account | Transactions | Amount |
|---|
Need help?
If something looks wrong, if the agent stopped, or if you just want a categorization explained, get in touch. Please don't correct a suspicious entry in QuickBooks and move on — tell us, so the underlying rule gets fixed too.
Email: dilandelvallemijangos@gmail.com
To help us answer quickly, include the date of the run and the transaction in question. You can also review how your data is handled or disconnect the app at any time.