Help Center
Review & posting
What a flag means, how a row earns its way to "ready to post," and what stays a human decision either way.
Understanding the review screen
What a yellow flag means, how the Adjustment column works, and when an entry is ready to post.
4 min readHow review flags work
Why a row gets flagged, what confidence means, and why nothing posts unreviewed by default.
3 min readBank statement transactions and how they get categorised
From a PDF statement to classified, double-entry transactions grouped by counterparty.
3 min readAuto-post: what it does and how to turn it on
Letting only very high-confidence entries post automatically, everything else still waits for you.
3 min readStill stuck?
Email a person and get a reply within one business day.