Smart Workflow Automation Engine
Eliminate repetitive accounting tasks, auto-categorize bank statements, and trigger period-closing pipelines.
Automated Rule Pipeline
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1. Bank Feed Ingestion
Plaid fetches transaction data lines every 4 hours automatically.
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2. Pattern Matching
Rule engine matches vendor descriptions to General Ledger chart of accounts.
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3. Auto-Posting or Approval Flag
Standard recurring items post instantly; high-value outliers prompt accountant review.
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4. Period Reconciliation
Statements auto-reconcile with single-click closing reports generated.