Review & approvals

Ask for AI category suggestions

Lines that still need a category get a suggested account with a reason, which you can accept, change or ignore. Nothing posts by itself.

Who this is for

Owner, admin or bookkeeper, on a paid plan: AI is on the paid plans.

Before you start

A statement imported to the review step in the hosted app.
The AI service configured for your account.

Availability

Hosted app only, provider-dependent, and metered by plan. Not available in the local build.

Steps

In Bank Import at the review step, choose AI suggestions (n). The number is how many rows still need a category. Nothing posts.
Each suggested row shows the account and the reason, alongside the evidence from your own books (for example how you categorised the same payee before). Change the account on the row if the reason does not hold.
Add the rows you agree with, or Queue for approval so someone else decides.
Settings & Close → Integrations → What the AI costs shows what this account has spent this month. Plan & usage shows the categorisations used against the monthly allowance.

What you should see

Suggested rows carry a category you can review; the review summary’s need a category count falls.

If it goes wrong

If the AI suggestions button is missing, every row already has a category, or the AI service is not configured for your account. If a request is refused, the message says why — usually the plan’s allowance is used up; statement import and manual categorising continue to work.

Related guides

Steps checked in the app on 2026-09-21. This guide describes how the software works; it is not accounting, tax or legal advice. Need a hand? Email support@qetaab.com.

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