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Fundamentals

How does AI learn to book? An explanation for accountants

How AI learns how an administration is booked: history, corrections, rules and instructions, and what that means for new clients, exceptions and review.

Sebastian de Goeij 7 min read Updated

Short answer

AI learns to book from four sources: the administration's history, your team's corrections, the firm's rules and plain-language instructions. From these it derives a booking proposal with a confidence score per invoice. The more stable the history and consistent the corrections, the higher the confidence and the more can be automated.

Key takeaways

  • History in the accounting software is the main learning source.
  • Every correction is kept and improves later proposals.
  • Rules and instructions capture agreements explicitly.
  • New administrations without history start with lower confidence.

Does the AI learn from my accounting software's history?

Yes. Master data and past bookings show which GL account, VAT code and cost centre are usual per supplier.

What happens to my team's corrections?

They are kept in the feedback history, used per administration and firm-wide, and can be applied to similar bookings.

Rules versus instructions

Rules are firm agreements; instructions are plain-language agreements through the AI assistant, with 139 examples in the prompt library.

SourceWhat it capturesScope
HistoryHow it was booked beforePer administration
CorrectionsWhat your team wants differentlyPer administration and firm-wide
Administration ruleAgreement for one clientOne administration
Global ruleThe firm's way of workingAll administrations
InstructionAgreement in plain languageOne administration or firm-wide

What about a new client without history?

The AI uses firm-wide patterns, master data and your own context such as industry. Start such an administration on suggestions.

FAQ

Questions about this topic.

Yes. Corrections are kept and can be applied to similar bookings.

Client data is not used to train public AI models.

See it working in your own administrations.

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