Auto-apply threshold

The confidence a single-field suggestion needs before Alison applies it without asking. Whole-document extractions never auto-apply.

In Solo Superstars

For a one-field decision like an account category the bar is high (roughly 95%). A receipt or bill extraction touches many fields at once, so it always shows a review screen, even when every field is confident.

Example

Category confidence 0.97: applied. 0.88: queued for review with the suggestion pre-selected.

Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.

Also called

  • confidence threshold

Related

  • Categorization confidence — Alison’s estimate, from 0 to 1, that her suggested account for a transaction is right. Shown on every suggestion.
  • 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.
  • OCR extraction — Reading a receipt or bill image into fields (vendor, date, total, tax). The app always shows you the result to confirm before saving.

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