Prompt account owners to confirm and tag charges

Account owners miss bank alerts, leaving charges uncategorized and budgets off. Prefilled confirmation links prompt owners to confirm and tag transactions, keeping personal expense logs accurate.

Overview

Unverified bank alerts leave personal budgets inaccurate and create extra reconciliation work. This workflow delivers a prefilled confirmation link by SMS so account owners confirm and categorize charges quickly, keeping expense logs accurate. Customers report faster reconciliation and fewer missed categorizations.

Notable Features

Send prefilled confirmation links
Extract amount and card suffix
Add confirmed charges to expense log