When setting up Finance Integration or linking your bank account, you might want to focus on the accounts our AI algorithm needs to be looking at. For example, highlighting the specific accounts from your accounting system that holds all the data on SaaS Spend.

In addition to this, we recommend adding related accounts where SaaS Spend can be mistakenly recorded under. This way our AI algorithm can catch this for you.

To manage accounts that need to be processed by our algorithm, navigate to the Integration you want to clean up accounts for from Settings page.

Here you will see a list of accounts that are currently processed by our algorithm, you can use Remove/Add button to manage the list.

Note: It will take us some time (we run night synchs) to import/remove the data for adjusted lists of Accounts.