Categorising a Selection of Transactions
Select uncategorised bank transactions in Fiskl and categorise them now using your rules, your history and optionally the AI. Review and accept AI proposals.
Select uncategorised bank transactions in Fiskl and categorise them now using your rules, your history and optionally the AI. Review and accept AI proposals.
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.
How Fiskl's AI categorises bank transactions: proprietary decision models, rules learned from your decisions, calibrated confidence, and a full audit trail.
Learn how to match bank transactions to invoices and expenses, and split transactions across multiple accounts in Fiskl.
Learn how to move transactions between ledger accounts in Fiskl to correct mis-categorizations and keep your financial records accurate.