Automated Posting
Automated Posting uses AI to predict expense dimensions, such as articles, accounts, VAT codes, and other, by learning from your accounting history and eliminates the need to manually categorize expenses every time.
Compatible Accounting Software
Currently, the Automated Posting feature is available with:
- Estonia: Merit Aktiva, Briox, and Simplbooks
- Finland: Merit Passeli, Fivaldi, Netvisor, SimplBooks and Briox
- Poland: 360 Księgowość in Poland.
Enable Automated Posting
Turn the feature on in Settings > Accounting Configuration > Automated posting
When you enable the feature, CostPocket analyzes dimensions assigned to the expenses in the past and starts predicting dimensions for the submitted documents.
Manual Rules
You can also add rules manually. Define document criteria and dimensions for filtered results. You can set all expenses coming from specific supplier or user to be automatcially assigned to the relevant department, project or expense account.
Example
Without Automated Posting: after scanning receipts or invoices, the dimensions’ fields are empty, therefore accountants have to add the data manually.
With Automated Posting: categories are applied automatically based on rules and accountants just review and confirm the accuracy of the predictions. Document view in CostPocket:
After the document is submitted, the dimensions are prefilled in the accounting software. See the view in Merit Aktiva:
