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AI matching

AI matching is on by default. After each upload it looks at the payments that are still unmatched or uncertain and suggests who they are for.

• It only suggests. Nothing is assigned until someone on your team approves it, and a suggestion counts nowhere — balances, statements, reports, receipts — until then.
• What is sent: payer names, memo text with account, card, phone and other numbers removed (amounts, dates and your own account numbers kept), and your list of names. Never emails, phones, school IDs or bank account numbers.
• Models: Anthropic's Claude Sonnet 5.5; if it is unavailable, another Claude model under the same terms. The provider may not use your data for training.
• Turn it off in Settings or on the upload and review screens. With AI off nothing is ever sent, and everything still works on our own matching.