Your Settings tab contains:
Personal Information — Your name and contact details
Company Information — Business name, EIN, address, phone, email, and website
AI Classification Settings — Toggle AI-powered automation on or off
AI Classification
When enabled, AI Classification automatically assigns vendors and chart-of-account categories to transactions as they flow into your ledger. This significantly speeds up the bookkeeping process and helps you close your books faster.
In some cases, the AI may not be able to detect a vendor or assign a category. When this happens, you will need to manually review and classify those transactions.
Getting the Most from AI Classification
The more transactions your ledger processes, the better the AI becomes at recognizing vendors and assigning categories. Regularly reviewing and correcting unclassified transactions helps improve accuracy
over time.