Clients can now categorise transactions that are missing documents using real-time, AI-driven smart suggestions. This update lets clients independently categorise transactions without documents and see live updates on their accounting reports.
Smarter data gathering, faster books
When a client didn't have a physical receipt or invoice for a bank transaction, the resolution process used to stall in chat threads. We’ve added intelligence to the "I don't have a document" flow. Now, our platform reads the bank details instantly to guide clients toward the exact accounting categories needed, creating an automated match behind the scenes and live updated reports.
Why this matters
- Goodbye guesswork: Clients don't need to know account codes; our AI reads the transaction text and proposes highly accurate expense or income tags.
- Instant virtual matching: Selecting a category instantly creates and reconciles a virtual document, moving the transaction to "Approved" with zero human delay.
- Cleaner internal workflows: No more endless back-and-forth messages. The system securely captures the client's direct input on the first try.
How it works for clients
Managing undocumented items takes just a few clicks in the transaction history:
1. Flag a missing file: The client clicks on an un-reconciled transaction and selects I don’t have a document.
2. Review smart options: A modal pops up showing targeted, dynamic category tags (like General Expense or Stock/Goods Purchased) based entirely on the bank description.
3. Use custom descriptions: If the immediate suggestions aren't perfect, tapping Other lets the user type a custom purpose (e.g., "This is a flight ticket"), prompting the AI to instantly fetch a new layer of matching categories.
4. Submit to reconcile: Once they hit Submit, the item is recorded and auto-reconciled with the correct internal account codes and your reports will reflect updated categories.
What’s more? Bulk categorisation!
Clients can select multiple transactions at once and apply a category to all of them in one go.
- Select multiple transactions from the Transactions page
- Get an AI-suggested category based on the group
- Review and remove any transactions that don't belong before submitting
- Apply the category to all selected transactions in one click
We built this feature to smoothen your accounting and filing for complete peace of mind. To try them, simply login in to my.osome.com.
