Feature
AI Automation
Use AI to accelerate document intake and transaction categorization while keeping human review and auditability.
Where you’ll find it
- Dashboard → Documents
- Dashboard → Transactions
- Settings → AI
Best for
- High-volume bookkeeping teams
- Faster month-end close
- Consistent categorization standards
Included in
- Free
- Agency Starter
- Agency Pro
- Enterprise
Notes
- Availability depends on your subscription plan and tenant settings.