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054 The Path To Fully Automated Bookkeeping

Jason On Firms Podcast

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The Legacy Approach to Classifying Transactions in QuickBooks

The legacy approach to like a machine learning model to rule them all, that doesn't work. If you run a big bookkeeping team, if you do it like a large volume of bookkeeping, that is huge. There's just certain things that are kind of problematic from a classification standpoint. But in a more specialized classification model where you have classifications that your firm uses for specific tax treatments, this can bridge the gap and get you over some troublesome transactions.

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