What does automatic booking mean?
A document ends up as a booking in the accounting software without manual entry. Many tools do this on fixed conditions such as ‘this supplier always to this GL account’. AI-driven automatic booking decides the right booking per invoice and how certain it is, and needs far less rule maintenance.
| Booking on fixed conditions | Booking on confidence score (AI) | |
|---|---|---|
| Basis | Pre-set rules per supplier or document type | History, corrections, rules and instructions |
| New supplier | Set up a condition first | Proposal from similar bookings |
| Unusual invoice | May pass the condition wrongly | Lower score, to review |
| Insight | Rule hit or not | Score and explanation per booking |
| Maintenance | Keep conditions up to date | Rules only for explicit agreements |
How does the confidence threshold work?
The threshold is the line above which Autoboeker books on its own, set per firm or administration. Together with three modes (suggestions, smart confirm, fully automatic) it lets you grow step by step to the automation level your firm finds responsible.
Which invoices are not booked automatically?
Some situations stay with your team by design.
- Unknown suppliers without comparable history.
- High amounts above your firm's limit.
- Unusual booking behaviour.
- VAT deviations: missing VAT, unusual VAT code or amount.
- Possible duplicate invoices.
- Invoices with missing information, which become a client question.
How do you go responsibly towards more automatic booking?
A phased approach builds trust with your team and clients.
- 1Start each administration on suggestions.
- 2Capture recurring agreements as rules or AI instructions.
- 3Move stable administrations to smart confirm.
- 4Set a threshold for fully automatic booking of recurring suppliers.
- 5Review automatic bookings with samples and filters.
- 6Track the automation rate per administration and adjust.
