AI error detection (Beta)

Error detection checks spend as it arrives and flags anything a bookkeeper should look at before month end. Each flag says what was found and why.

What it flags

Flag	Example
Missing details	A charge from last week still has no receipt or property after reminders.
Out of policy	A field tech's card was used at a restaurant, or a charge is far above that cardholder's usual amount.
Mismatched payment	A vendor payment does not match the approved bill amount.
Owner charge mismatch	A work order total and the owner charge posted to the PMS do not agree.
Likely duplicate bill	Same vendor, invoice number or amount as a bill you already entered.

Reviewing flags

Flags appear on the transaction or bill and in a list you can filter. For each one, fix the record, or dismiss the flag with a note. Dismissed flags stay in the history.

Already live

Some checks run for every account today, without the beta:

• Duplicate work order warnings
• Pending and posted bank charge matching
• Automatic receipt reminders