Transaction Insights provides graphs across three elements to help you see how Botkeeper is working to save you time and resources.
Previous Month’s Transacton Snapshot
Shows you how many transactions in the past month were categorized with high-, medium-, or low-confidence, in addition to how many automated matches, AutoPush transactions and total transactions were processed.
Automated Transactions by Confidence Level
Provides a six-month running review of confidence levels across all transactions categorized. Hover over the bars of the chart with the cursor for more details.
Transactions Marked Reviewed, by AI, Partner, & Client
Shows you the percentages of transactions categorized by you, by your clients, or by Botkeeper's AI. Hover over the monthly data points of the chart with the cursor along any trend line for more details.
How does it work?
Simply click the “Transaction Insights” menu option along the left menu. Note you will only see this option once you’ve selected a client.
