0
Total Patterns
0
Active Patterns
0
High Confidence
Loading classification patterns...

Entities

Loading entities...

Categories

Loading categories...

Subcategories

Loading subcategories...
Loading bank accounts...
Loading crypto wallets...
0
Unread Notifications
0
Total Notifications
Loading notifications...

Classification Settings

Transactions with confidence below this threshold will be flagged for review
When enabled, the system will automatically create patterns based on your manual transaction corrections
Minimum number of identical classifications required before auto-generating a pattern

Entity-Based Auto-Classification Rules

Define rules that automatically set category and subcategory when a specific entity is selected. This ensures consistent classification across all transactions for an entity.

AI Business Summary

This summary is used by the AI to understand your business context during transaction classification. It is regenerated each time you upload a file.

No business summary generated yet.

Upload a file or click "Regenerate Summary" to create one.