For Accounts: most receipts show the card type and last four digits, such as Visa 1234. For best results, label your Accounts in FlipperForce with the card provider name and the last four digits.
For Companies: the AI looks at the logo and company name on the receipt. Make sure the companies in your Contacts list are named clearly and accurately so the AI can match them.
Read the full article: The AI isn't finding my Accounts or Companies. How can I fix this?
