Start with the source
Keep the transaction, invoice, or receipt available so a suggested category has something concrete to be checked against.
Umadeit is built around a simple boundary: AI can help surface and explain a suggestion, but it should not quietly write financial records on your behalf.
AI-assisted workflows can help you review imported invoices, transaction categories, and patterns that need attention. Suggestions are drafts to inspect, not a substitute for your judgment or professional tax advice.
Good bookkeeping depends on accurate context. Use AI as a second pair of eyes, especially when a merchant name or category is ambiguous.
Keep the transaction, invoice, or receipt available so a suggested category has something concrete to be checked against.
Check the amount, tax treatment, business purpose, and category before deciding whether it belongs in your records.
Approve, edit, or reject the suggestion. Your final bookkeeping record stays understandable and owner-approved.