Agent-proposed categorizations awaiting operator review. Read-only against the live books.
Overview — client health
Client
Health
Last sync
Queue
Accuracy
Reconciled
Close
Errors
Read-only oversight. Operators set "Close" (closed on time / package delivered) and log client-caught errors from the company view below.
Accuracy trendagent vs bookkeeper, per sync — the write-back gate
Companies (admin)
Profile — (select a company)
Teaching the agent — (select a company)
Everything the categorizer knows comes from three places: this company's own
pulled history, the rules mined or confirmed from it, and the industry knowledge below.
Pulls an explicit historical window instead of the usual look-back, so a deep backfill can be
run one chunk at a time. Do it in chunks (a quarter or a year each): a run
categorizes one transaction at a time and only saves when the whole chunk finishes, so a very
long run that gets interrupted by a redeploy saves nothing.
The cap keeps the most RECENT transactions in the window — set it
higher than the number of transactions inside the window or the older end is silently dropped.
Turns vendors this company has categorized consistently into learned rules.
Ambiguous vendors are deliberately left to the model. Preview first — seeding merges, and never
overwrites a rule an operator taught in the review queue.
This is industry-wide — it steers every company on that industry,
not just the one selected above. Leave “CPA-verified” unchecked unless a CPA actually confirmed it.
Reconciliation — ending-balance tie-out (Level 1)
Tie a bank / credit-card account to its statement and surface the exceptions to look at. Read-only against the books — the operator reviews and signs off.
Monthly close
Mark a month closed for this client — records "closed on time" + whether the package was delivered, and clears the overdue flag on the Overview.
Log a client-caught error
Something a client flagged that we should have caught — the truest signal of whether we're delivering.