The Fin(Ai)d agents.
What each agent does today, step by step, and what it does not do yet. The lists are generated from the product.
Available today
S(ai)m
Bank transactions from a CSV file
Proposes an account category for each bank transaction in a CSV file. An accountant accepts or changes each proposal.
- Upload a CSV file of bank transactions and get a proposed category for each row.
- Have S(ai)m propose a category for each uncategorised transaction of a client.
- Accept a proposed category for a transaction.
- Suggesting a chart of accounts is not on a screen yet.
- A second review pass over the proposals is not on a screen yet.
- A transaction the model cannot categorise is recorded as failed. It is never given a category.
Not yet available
Built in part. Listed so you know where it stops.
Qu(ai)ncy
QuickBooks, per client
The QuickBooks agent: bills, invoices, credit memos and journal entries. Not yet available: it does not read from or post to QuickBooks yet.
- It does not read from or write to QuickBooks yet.