What functionalities does the Automation module offer?

The Automation module is designed to streamline and customize the automated management of your finances. It is organized into three main tabs:

1. Transactions: In this tab, you can view and manage all automations that affect banking transactions.
   • Example: Automatically classify and categorize recurring transactions, thereby optimizing your workflow.
2. Forecasts: This section allows you to manage automations related to financial forecasts more effectively.
   • Example: Automatically adjust forecast and due dates, or categorize forecasts based on specific conditions, ensuring that your financial planning is accurate.
3. Product: In the Product tab, you will be able to manage automations related to your financial products.
   • Example: Group and organize transactions associated with each type of product, thus enhancing management efficiency.

Additionally, throughout all tabs of the module, you will have the ability to use filters and the search function to quickly and easily access the information you need. From any of these three sections, you have the option to create new automations to customize and optimize the management of your finances according to your requirements.

If you have any further questions, please contact the Customer Experience team or submit a request through this link.