Thanks to your feedbacks, we have developed a new categorization module !
With this new module, after a few weeks of use, our users save up to 90% of the time spent on this task 👌
How does it work?
Thanks to artificial intelligence, this module guides you by directly displaying groups of similar transactions, and starts with the ones with the highest number of uncategorized transactions.
Thus, it allows you to very quickly have an impact on the remaining volume to be categorized:
You can indeed categorize operations in bulk (the AI suggests the appropriate category)
But the real strength of this module is that it suggests categorization rules that you can create with a single click! Indeed, our AI completes the conditions for you, you just have to check their consistency and validate
You just have to follow the module's recommendations to save several hours!
Watch our training video, and in 5 minutes, you will be autonomous👌
💡Good to know: this feature is currently in beta, contact your account manager to try it out and ask your questions!