The queue
Categorization (/business/transactions) lists bank lines for the active company. Filters cover account, status, date range and search (POST /v1/business/transactions/search). Each row shows vendor, GL account, cost center and the AI Match state.
AI Match
Suggestions are computed in three tiers — exact history match, token similarity, then the private model — and refreshed in the background (POST /v1/business/transactions/suggestions/refresh). Accept a suggestion in place or open the row to edit.
Human review
- Categorize: vendor + GL account + cost center (POST …/{id}/categorize)
- Split across several lines (…/split)
- Exclude non-ledger items such as duplicates (…/exclude)
- Record an internal transfer with Smart Transfer Matcher (…/transfer-export)
- Match to an open invoice (…/invoice-payment/export)
- Attach a document to the line (…/document)
Export batches
Accepted lines become export items with a stable idempotency key. A retry returns the original result; a changed payload is rejected with 409. The ledger connector posts the journal or payment entry exactly once.
Undo and edit
Every categorization can be undone (…/categorization/undo) or edited (…/categorization/edit); the reversal is posted through the same idempotent path. See AI Match & undo.
Parity
Statements are refreshed hourly and parity-checked against the ledger. Reports → Balance Sheet, Profit & Loss and Trial Balance show the last check.