Autopilot & AI
What ZeraBooks does on its own, what it asks you, and how to undo it.
Autopilot & AI:
How AI works in ZeraBooks
ZeraBooks uses AI to read your documents and judge what each transaction means. It acts when it is sure, asks you when it isn't, and calculates every number itself.
Autopilot & AI:
What Autopilot does for you
Autopilot works through your books in one pass: vendors, categories, bills and invoices, reminders, a second look, month-end and a monthly summary. It runs when you click Run now or while ZeraBooks is open.
Autopilot & AI:
Answer Autopilot's questions
When ZeraBooks can't tell, it asks in Needs you with one-tap answers, its best guess first. Here is how to answer, skip, and what each kind of question means.
Autopilot & AI:
Review and undo AI actions
Everything ZeraBooks does on its own is listed in Done by AI with how sure it was. Here is how to check the actions flagged for a glance, undo one, and what can't be undone.
Autopilot & AI:
Choose how much ZeraBooks does on its own
Pick Cautious, Balanced or Autopilot to set how sure ZeraBooks must be before it acts, and use four switches to decide what it may do by itself.
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