What are automations?

Automations are helpful rules that make it easier to handle repetitive financial tasks by running them automatically. On our platform, you can use them to organize and categorize recurring transactions, like those you receive every month. For instance, if you have a monthly transaction, an automation will categorize it into the account you specified and automatically assign the corresponding counterpart.

Additionally, automations assist you in managing financial forecasts. You can set them up to automatically adjust dates and categories based on specific criteria. For example, you might have a forecast that adjusts to a fixed date each month, following the rules you set for each type of operation.

Finally, they also allow you to create personalized alerts, such as receiving a notification if the balance of a product goes negative. This way, automations help you save time, ensure accuracy, and keep control of your finances.

If you have any further questions, feel free to reach out to the Customer Experience team or submit a request through this link.