Rules Engine - Bulk AI Categorization

Rules Engine - Bulk AI Categorization

LedgerSync Rules Engine - Bulk AI Categorization

What is the Bulk AI Function?

The Bulk AI function in the Global Rules module allows you to automatically categorize all uncategorized transactions in one click. LedgerSync's AI logic has been refined based on historical categorization patterns to deliver accurate results.

How to Use Bulk AI Categorization

Step-by-step process:

  1. Navigate to the Rules Engine page
  2. Locate the Global Rules + AI module
  3. Click the Start button
  4. The system will process all uncategorized transactions in bulk
  5. Once complete, you'll see a confirmation screen

What the AI Does (Automated)

When you run Bulk AI categorization, the system automatically:

  • Assigns the vendor name to each transaction
  • Creates a rule for every uncategorized transaction

What Requires Manual Action

The AI function does NOT automatically:

  • Assign a Global Category
  • Map to a QuickBooks Online (QBO) Category

Important: Nothing is saved or synced to QBO until both of the following are complete:

  1. The rule has a Global Category assigned
  2. The client has mapped that Global Category to a QBO Category

Until both steps are done, matching transactions remain uncategorized.

Frequency of Use

Can you run this daily? Yes.

The Bulk AI function only processes transactions that don't yet have a rule applied. Each run will only pick up newly uncategorized transactions, so you can safely run it as often as needed without creating duplicates or re-processing existing rules.

Key Benefits

  • Mass efficiency: Update all uncategorized transactions with rules in bulk—a tremendous time saver
  • No duplicate rules: The system prevents duplicate rule creation
  • Standardized categorization: AI ensures consistent categorization patterns across your books
  • Data quality control: Manual mapping to QBO categories ensures accuracy before any changes sync to QuickBooks

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