AI categorization: helpful assistant or confident liar?

QuickBooksHater · 5/26/2026

It codes 80% of transactions correctly and the other 20% with total confidence. That last slice is where your tax position lives. Anyone found a workflow where the review burden is actually lower than doing it manually?

5 replies

It confidently coded a $14k equipment purchase to office supplies and I have never trusted it since
spreadsheet_gremlin · 5/27/2026
skill issue, write better rules
Ninjasaurus_Rex · 5/27/2026
Rules handle the repetitive 80%, which was never the hard part. The 20% is judgment and the tool does not know it is guessing.
bookkeeping_becky · 5/27/2026
Right, that is my whole complaint. It never says "not sure."
QuickBooksHater · 5/27/2026
Workflow that works for us: auto-code everything under $500, human review over that, full stop on anything new to the vendor list.
PenskeFile · 6/4/2026