Accounting Specialist Agent
August 1, 2025
The Accounting Specialist Agent learns from your past accounting to automatically classify transactions.
📊 Historical analysis — Analyzes your past accounting, chart of accounts, and stored preferences
✅ High-confidence classification — Automatically classifies transactions with high confidence scores
⚠️ Exception queue — Creates an exception queue for new or unknown transactions that couldn't be confidently classified
🎯 Learns your preferences — Continuously improves by learning from your classification decisions