AI Overview
Feature | Version | Description | Release Status |
---|---|---|---|
Reconciliation Match Suggestions | V1 | The platform provides recommended matches between Expected Payments and Transactions to help reduce operational overhead for exceptions. When performing manual reconciliation, users can view suggestions and choose whether or not to accept them. | Early Access |
Reconciliation Rule Suggestions | V1 | The platform provides recommended Reconciliation Rules based on unreconciled Transactions and Expected Payments to help automate reconciliation. When editing reconciliation rules, users can view suggestions and choose whether or not to accept them. | Early Access |
Data Ingestion Column Mapping Suggestions | V1 | The platform provides recommended mappings of columns from the provided CSV to fields on Modern Treasury's APIs for Transactions and Expected Payments. When uploading a file to Modern Treasury to create Expected Payments or Transactions, users can view suggestions and choose whether or not to accept them. | Early Access |
All customers using AI features will see suggestions generated by default. Customers have full control over which suggestions they accept or reject and are responsible for deciding whether any suggestions are appropriate for their own use case.
Early Access features are evolving based on feedback from initial users. These features are subject to change and may not be fully operational or complete. Modern Treasury's standard support, warranty and SLA will not apply to Early Access features until they are released into General Access.
Updated 7 months ago