Manual Work Saved
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Processed
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Categorized
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Review Needed
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below threshold
By Rule
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free, no AI call
By AI
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Avg. Confidence
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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 |
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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 |
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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 |
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