Clerk AI Finance assistant

Needs Attention

Today I processed 3 events automatically.

3 items need your attention.

Automatically processed today
3
Adobe Systems
Email
High confidence -$54.99
Stripe Payments
Bank
High confidence +$1,250.00
Uber Rides
Receipt
High confidence -$32.40
Needs Attention Swipe cards
Accept
Mark Personal

Whole Foods Market

-$142.30 Review
Yesterday, 18:20 PM • Card
Needs business/personal confirmation Medium confidence
Assistant Note Supplier known

Usually Whole Foods is personal, but last week you marked a catering order as business. Please confirm this is a personal grocery run.

Accept Personal Business
Accept
Mark Personal

AWS EMEA

-$340.12 Review
Oct 22, 2023 • Bank
Missing invoice Low confidence
Assistant Note Document missing

I see a bank debit for AWS, but I could not find a matching invoice in your email or uploads. Want to attach it?

Accept Personal Attach
Accept
Mark Personal

Unknown Merchant

-$890.00 Review
Oct 21, 2023 • Bank
Unusual amount & Unknown supplier Low confidence
Assistant Note New supplier

Large unusual transaction from an unrecognized supplier. I have no previous records to match this against.

Accept Personal Business
Review Item
-$890.00
Unknown Merchant
Assistant Insight

Large unusual transaction from an unrecognized supplier. I have no previous records to match this against.

Extracted Details

Date Oct 21, 2023
Suggested Category Uncategorized
Detected VAT Unknown
Context Pending
Upload missing document
Accept & Archive Edit Details Change Type