On the Accountant's side,
When a transaction is ambiguous & AI doesn't know how to categorize it
here's what happens, with minimal work from both the accountant and the client.
Casey (the accountant) sees the transaction, realizes she's not sure what it is
Now she has to make a decision: does she know enough to categorize it herself, or should she request the client for clarity?
If she's unsure, she picks her best guess, adds a quick note,
and lets AI frame a clarification question.
Done in under a minute.
After sending the question, Casey can track the transaction, set reminders if the client hasn't responded, or delegate it to another team member.
Now, here's what the client sees
A simple question arrives. She confirms what it actually was, clicks send, and the books stay accurate. No back and forth emails. No need to open the laptop/App.
No confusion.
She can also view m ore of these requests and respond in less than 30 seconds.
talk about what happens after