Populate ledger rows with chart of accounts suggestions
Populate ledger rows with chart of accounts suggestions
New transaction files in your trigger folder leave ledger rows uncategorized and delay reconciliation. It adds suggested accounts and confidence tags so bookkeepers can review entries same day.
Overview
When transaction statements pile up in shared folders, manual coding slows reconciliation and risks inconsistent ledger mapping. This flow tags each ledger row with a suggested Chart of Accounts entry plus a confidence level, so bookkeepers can review and finalize entries same day.