Skip to main content

The AI isn't finding my Accounts or Companies. How can I fix this?

Label your Accounts with the card provider name and last four digits, and make sure your Companies are named clearly so the AI can match them.

  • 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.

Did this answer your question?