Skill: Data Intelligence

What it is

The Data Intelligence skill continuously improves the quality, consistency and structure of financial information in Embat. Its goal is to reduce repetitive manual work and ensure that reporting, cash flow and forecasts are built on reliable, well-structured data.

It currently includes two tasks: bank transaction categorisation and automatic forecast enrichment.

Note: TellMe does not override rules configured by the user. If active rules are already categorising or enriching data automatically, those rules always take precedence. TellMe only acts when no applicable rule exists or when it detects opportunities not covered by that logic.

What problem it solves

Finance teams handle a constant volume of information: bank transactions that need to be correctly categorised and forecasts created or received for the same clients and suppliers.

Much of this work involves repeating the same actions: assigning similar categories, selecting recurring bank products or completing data that has appeared before. The cumulative impact is significant: time spent on mechanical tasks and small inconsistencies in data that affect reporting, automations and the reliability of cash flow.

The Data Intelligence skill reduces that effort and ensures information is well structured from the outset.

Task: Bank transaction categorisation

Appears in: Guided Mode (when review is required), Silent Mode (history and traceability)

TellMe continuously analyses bank transactions and categorises them when it has sufficient confidence. When it encounters ambiguous cases, it generates a suggestion asking you to categorise a representative sample, improving its accuracy going forward.

What you see in the Dock

Guided Mode: categorisation suggestions When TellMe needs your input, a suggestion appears with a Review button. Opening it shows a table with a small set of pending transactions. Your confirmation helps TellMe learn the pattern and reduce the need for intervention over time.

Silent Mode: traceability Here you will see categorisations executed automatically and the outcomes of previous suggestions. Each background action can be opened to view the detail and reasoning. If you need to undo a categorisation, you can revert it directly from the log.

What to do when a suggestion appears

1. Press Review to open the case.
2. Categorise the pending transactions.
3. Validate to apply the changes.

The more consistent your confirmations, the faster TellMe improves and the less often it will need to ask for review.

Why it matters

Consistent categorisation has a direct impact on reporting reliability, reduced manual classification work and greater consistency in cash flow analysis.

Task: Automatic forecast enrichment

Appears in: Silent Mode

Forecasts arriving from the ERP often come without a category or bank product assigned. TellMe analyses historical patterns and, when there is sufficient consistency, enriches forecasts in the background by assigning a category, a bank product, or both. This task does not generate suggestions: it always runs automatically and does not require prior review.

What you see in Silent Mode

Each time TellMe applies an enrichment, a background action appears. From it you can:

• Press Open suggestion to view the full detail.
• Revert to undo what was applied.
• Re-run to trigger the task again if it was previously reverted.

What you see when opening the detail

• The list of all forecasts enriched in that run.
• For each forecast, what was completed: category, bank product, or both.
• The reasoning behind the enrichment.

If you need to undo an enrichment

You can revert the action from Silent Mode to undo the applied changes. If needed, you can also re-run the task to apply the enrichment again.