Ambrook’s AI suggestions make matching payments, clearing checks, and categorizing transactions faster and easier by offering suggested actions that you can approve in a single click.
No changes 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)
Receipts that can be matched to a specific bank transaction
Categories for transactions on your ledger
Viewing and Accepting Suggestions
Suggestions will appear in two places:
On the right hand side of a transaction with the purple icon. Hover over the icon to view and accept the suggestion.
On the chip for the category. These can either be categories based on your previous tagging history, or invoice or check matches based on the dollar amount.
In either case, you can hover over the suggestion to view the details and accept if it's correct. If there are multiple potential matches, you can select the one that matches your transaction. You still have control over what gets categorized - but you can take care of your bookkeeping in fewer clicks.
FAQ
How are suggestions generated?
Suggestions are generated for checks, receipts, and invoices or bills by matching the exact dollar amounts. If you have a deposit that covers multiple checks, it wont' be eligible for a suggestion.
You can hover over the suggestion to get additional information on how the suggestions was generated for category suggestions - this helps you understand why these suggestions come up.
Will these suggestions improve over time?
Yes! The category suggestions in particular will learn from your historical tagging behavior and get better as you go. Note that you will need to tag some of your transactions to generate suggestions on your account.
How quickly will suggestions be generated?
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.
Have another type of transaction you’d love to see a Suggestion for in the future? Let us know!