Ambrook’s AI suggestions make matching payments and clearing checks faster and easier by offering suggested actions that you can approve in a single click.
No matches or clearances will be made unless you accept the suggestion. If the suggestion is incorrect, you may dismiss it to hide it from your ledger. We’ll use this feedback to improve your future suggestions.
Today, Ambrook offers AI suggestions for:
Bank transactions that pay a bill or invoice (dollar amounts must be the same)
Bank transactions that clear a recorded or printed check (dollar amounts must be the same)
Viewing and Accepting Suggestions
Suggestions will appear on the rightmost part of your ledger when they are available. When the gold suggestions icon is not visible for a transaction, no suggestions are available for that transaction.
To accept a suggestion:
In the Ledger, hover over a transaction with a yellow suggestion icon.
A list of available suggestions for that transaction will appear. Clicking on an individual suggestion will open a more detailed view of the potential match.
Click the green button below a suggestion to accept that suggestion or the dismiss button to prevent the suggestion from showing up again.
Not seeing a suggestion you’re expecting?
A few tips on AI suggestions:
Suggestions are not immediate. Suggestions are generated several times per hour so there may be a delay when a bill, invoice, check, or transaction has been newly created/posted.
Suggestions are currently limited to exact amount matches: Suggestions are also currently limited to exact amount matches, so if a single transaction is a payment for multiple bills or invoices, for example, it would currently not be eligible for a suggestion.
Have another type of transaction you’d love to see a Suggestion for in the future? Let us know!