Rule optimizer
Alison’s review of your bank rules and corrections: proposes new rules for repeated patterns and flags rules that fire wrongly.
AI automation
Agent workflows, review gates, and automation controls.
Draft link
A link Alison gives you to a pre-filled form (a bill, expense, journal entry) instead of posting it herself, when the action needs your hands on it.
Agent task
A unit of work a teammate (Alison, Emma, Mark, Grace) has taken on: proposed, auto-approved, pending your review, done, or rejected.
Autonomy rate
The share of bookkeeping actions Alison originated (auto-applied or proposed and approved) versus entered by hand. A supporting measure of how much work she carries.
Baseline
What "normal" looks like for an account or payee in your books, learned from recent months. Anomalies are measured against it.
Anomaly
A transaction or total that departs from your own history enough to be worth a look: a duplicate charge, an outlier amount, a missing recurring payment.
Tax Watch
Alison’s book-based tax warnings: a 1099 threshold crossed, sales tax collected in a state you have not set up, a quarterly date approaching.
Financial Watch
Alison’s standing check for unusual activity: a vendor charging twice, an expense far above its baseline, a deposit that never cleared.
Learning memory
What Alison has learned from your corrections: which payee goes where, which splits you prefer. You can read and delete it.
Categorization confidence
Alison’s estimate, from 0 to 1, that her suggested account for a transaction is right. Shown on every suggestion.
Auto-apply threshold
The confidence a single-field suggestion needs before Alison applies it without asking. Whole-document extractions never auto-apply.
Suggestion vs auto
The two ways Alison acts: apply a routine change herself (auto) or show it and wait (suggestion). Confidence and the kind of action decide which.
Approval
A change Alison has prepared but will not apply until you say yes. Approving posts it; rejecting discards it and she remembers why.
Alison
The accounting teammate. Categorizes bank transactions, drafts journal entries, watches for anomalies, and asks for approval before anything that moves money.