Autopilot
Autopilot is for when you trust your AI with the routine work. Turn it on and routine suggestions apply themselves the moment your AI makes them, instead of waiting for you. It's off until you turn it on, it's one switch per company, and only you can turn it on: no AI can reach the switch.
| Applies itself | Always waits for you |
|---|---|
| Categorizing a new transaction | Anything over your limit |
| Answering an Interview question (without making a rule) | Anything in a locked year |
| Adding a note for your CPA | Changing a transaction that's already booked |
| Rules (a rule keeps booking future transactions of any size) | |
| Journal entries, reclassifications and reversals | |
| New accounts, contractor details, invoices and payments |
- Open Suggested by AI.
- Under Autopilot, set Ask me first about anything over $ (the default is $2,000). The limit applies to each transaction.
- Choose Turn Autopilot on.
Your AI is told when Autopilot applied something, so it tells you what it booked instead of asking you to approve.