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.
The guided options help her decide faster. Seeing choices makes her think through it, she's more likely to respond.
Avery doesn't even need to pull out her phone.
She can also respond from her Apple Watch. Tap the category, send.
No phone needed. Done in 10 seconds.
If the accountant's guess is wrong, she just picks the right category. Or if she's genuinely unsure, she taps "I don't know", and it automatically escalates to the team for clarification.
She can also view more of these requests and respond in less than 30 seconds.
Once the transaction is approved by the client, the accountant sees it reflect and also sees under tasks and reviews and approves them.
An ambiguous transaction that would normally mean emails, delays, and back-and-forth.
Doesn't see the notification? Push notifications.
Doesn't remember the detail? Guided options help her think.
Forgets to respond? Auto-reminder.
Too busy? Response takes <30 seconds.
Doesn't know the answer? Escalates to the team.
Thank you!
Figma File
Scroll away!