Business settings
Settings for Atelier Pilot.
Set the thresholds and conventions ParseNation uses when reconciling Atelier Pilot. Changes apply to this business's next month run.
Matching rules
Decide when to match automatically and when to flag for human review.
Auto-match threshold
Confidence above which matches are auto-accepted.
Review threshold
Confidence below which matches need a human eye.
Business defaults
Defaults applied when ParseNation prepares a new month for this business.
Date tolerance
Days a statement and document can differ before review is required.
days
Folder pattern
Used when preparing a new month — `{MMM}` becomes the month name.
Default currency
Atelier Pilot
Fiscal year start
Reporting calendar