12 docs tagged with "AI"

The AI & Automations section of Fiskl Settings: the AI profile, the switches for what runs on each bank transaction, and the full list of your rules.

Automate expense processing in Fiskl using AI to extract data from receipts and invoices, eliminating manual data entry.

How Fi flags duplicates, misclassified entries, tax errors and fraud-risk patterns across your ledger, explains each finding, and helps you correct it.

Where categorisation rules live in Fiskl, what a rule gives you that the AI cannot, how to create one from the transactions list, and how rules are suggested.

Select uncategorised bank transactions in Fiskl and categorise them now using your rules, your history and optionally the AI. Review and accept AI proposals.

Connect Claude or another AI assistant to your Fiskl account with MCP, so you can ask questions about your business and create invoices in plain language.

How Fiskl stops the same transaction entering your books twice: duplicate uploads are rejected, bank feeds reconnect cleanly, and Fi flags duplicates.

Learn how Fi, your AI CFO in Fiskl, analyses your data, explains changes, forecasts cash flow, flags risk, chases overdue invoices and corrects entries.

The day-to-day auto-categorisation workflow in Fiskl: review what the automation did, finish a merchant in bulk, and create its rule in one step.

Use Fi to run flux analysis across your financial reports, see what drove each change, and forecast your cash flow six months ahead, with scenarios to test.

How Fiskl's AI categorises bank transactions: proprietary decision models, rules learned from your decisions, calibrated confidence, and a full audit trail.

How Fi answers tax questions from official sources, checks how a transaction should be taxed, and tests US sales tax nexus and EU place-of-supply rules.