Features That Drive Efficiency on Cloud Platforms
Direct connections pull transactions daily, matching entries against rules and historical behavior. Exceptions rise to the top, while cleared items post cleanly. The result: fewer late nights squinting at CSVs. Comment with your reconciliation time savings and the rules that made the biggest difference.
Features That Drive Efficiency on Cloud Platforms
Build if-this-then-that rules for vendors, amounts, and memo keywords to auto-classify expenses and allocations. Over time, machine learning can propose refinements. Keep humans in the loop for oversight, but let the system do the first pass. Share your favorite rule and the error it eliminated.