A short walkthrough — how transactions get categorized, what happens when the agent isn't sure, and how it learns from your corrections.
What you're seeing
- Dry run mode — nothing is written to your books until you approve it
- Review queue — transactions the agent refused to guess, each with the reason
- Confidence score on every decision, so you know what to trust
- Learned rules — your corrections become permanent rules
- Your chart of accounts — the agent can only propose accounts that already exist in your books
Interactive version: agc-quickbooks-ai.pages.dev