Copilot

Copilot Intelligence for Spending

How to multi-select and bulk edit transactions

Steps to create internal transfer transactions for manual credit card account payments.

Steps to split a transaction across multiple months.

Steps to create transaction name rules for automatic categorization.

Descriptions for different transaction types.

Why we request historical transactions for your accounts during onboarding

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

{assigneeName} needs more information from you