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Mapping accounts to your reporting structure just got a whole lot smarter. We've introduced Smart Mapping to help you quickly assign unmapped accounts to the right reporting lines, saving you time and reducing manual effort.

Key Capabilities​

  • AI-powered Suggestions: Smart Mapping analyzes your chart of accounts and existing mapping conventions to suggest appropriate reporting lines for unmapped accounts.
  • Confidence Levels: Each suggestion comes with a confidence score (High, Medium, Low) to help you prioritize and review mappings.
  • Batch Apply: Easily review and apply multiple suggestions at once, or filter by confidence level to focus on the most certain matches.
  • Iterative Improvement: The system learns as you apply mappings, meaning re-analyzing after an initial batch can lead to even better suggestions for remaining unmapped accounts.

Why This Matters​

Smart Mapping streamlines the setup and maintenance of your financial reports, ensuring accuracy and consistency with minimal manual intervention. It's especially useful for entities with large or frequently changing charts of accounts.

You'll find Smart Mapping in the Accounts panel of your Reporting Builder today!