AI Assistant does half the work for you
The AI Assistant in Planior helps categorise transactions into budget items. More than half of the transactions can be recognised using AI, significantly saving you time on accounting.
Included in the Corporate plan
AI Assistant categorises transactions when uploading bank statement
How it works
How to activate the AI Assistant
Categorise your first 100 transactions
Upload at least 100 transactions from your bank statement into Planior and categorise them into budget items.
The AI will train on your data
The AI will train on your data and be ready to assist. You will receive an email when the AI assistant is activated.
The AI will start working with your next upload
From now on, when you upload transactions from your bank statement, the AI assistant will recognise the budget items.
Results
Practical benefits of the AI Assistant
You save time on accounting
The AI Assistant saves you time by automating the routine task of manually selecting the budget and category for each transaction, giving you more time for analysis and business decisions.
Up to 80% of transactions can be recognised
At first, the AI recognises a smaller portion of your transactions. But as more data is processed, it will recognise over half and eventually up to 80%. The AI assistant continuously learns and improves.
98% accuracy in categorising transactions
The AI can categorise budget items with about 98% accuracy, meaning 1-2 errors per 100 transactions. While this is quite accurate, it is still recommended to review categories before approving.
The AI suggests, but you decide
The AI Assistant doesn't make decisions for you. It offers recommendations on which budget category to assign transactions to. You decide whether to accept these suggestions or not, so you remain in control.
Try for free - 30 days
All features of the programme are available. When you switch to a paid plan, all your data will be preserved, and there will be no need to re-enter anything.
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