Client companies
Each company keeps its own accounts, jobs, and learned GL codes, since chart-of-accounts numbers differ company to company. Upload a company's historical transaction export (from Accounting CS) once and it's given to Claude alongside every future statement for that company, so it can learn this company's payee->GL patterns.
| Name | Study data |
|---|
Bank accounts
| Company | Label |
|---|
Results
| ID | Period | Created | Status |
|---|