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Transactions

Import accounts and transactions with AI

Estate Bookkeeper has two AI tools. Import with AI reads a statement and suggests transactions for one account. Chart of Accounts AI reads a description or a document and suggests accounts. Both show you the suggestions first, and nothing is saved until you import them.

Import transactions from a statement

  1. Open the matter, click the Transactions tab, and in View transactions for choose the account the statement belongs to.
  2. Click Import with AI. The button stays disabled until you choose an account.
  3. Drop a file on the upload area, or click it to browse. You can upload JPG, PNG, WebP, or HEIC images up to 5 MB, or PDF and text files up to 10 MB.
  4. Wait while Estate Bookkeeper runs two steps, Extract text and Parse transactions.
  5. Review the suggestions. The account you chose stays fixed on every row. You can change each row's date, check number, description, amount, other account, and tags, the same way as in the ledger.
  6. To drop a suggestion, click its remove button and confirm.
  7. Click Import followed by the number of transactions, for example Import 12 Transactions.

Every row needs its required details before you can import. Complete or remove any incomplete rows. If some rows fail to save, a message tells you how many were imported and how many failed. Imported rows become normal transactions you can edit later.

Create accounts with Chart of Accounts AI

  1. Open the matter. On the Accounts tab, click Chart of Accounts AI.
  2. Give it source material in one of these ways:
    • On the Type / Paste tab, type or paste a description, for example a list of the estate's bank accounts, debts, and expense categories. The box holds up to 20,000 characters.
    • Click the microphone button and speak. Your words are transcribed into the text box.
    • On the Upload File tab, upload a statement or other document. The extracted text appears in the text box.
  3. Click Parse with AI.
  4. Review the suggested accounts. Suggestions whose names match accounts already in the matter are marked as duplicates and start unselected. Edit or deselect any you don't want.
  5. Click Save followed by the number of selected items.

Chart of Accounts AI only creates accounts. It never imports transactions.

Guide the AI for your workspace

Workspace owners can write standing instructions for both tools, such as how transaction descriptions should be worded. Go to Workspace Settings, then AI Instructions. See Switch, create, and set up workspaces.

Limits

AI features have per-user rate limits. If you reach one, the message tells you how many seconds to wait before trying again.

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