Use Case
Exceptions-Only Review
The goal isn't to automate everything. It's to automate the routine and surface the small number of items that actually matter.
What counts as an exception?
Exceptions are the items where correctness is at risk.
Low-confidence categorization (needs your call)
Missing or mismatched receipts (if you track receipts)
Duplicate transactions or import issues
Unusual amounts compared to your history
Reconciliation mismatches against statement balances
How the workflow stays calm
- Routine items are categorized automatically when confidence is high
- Ambiguous items go to the exceptions inbox
- You make the call once (approve or correct)
- The system learns from corrections over time
This keeps review focused and reduces month-end backlog.
What you gain
- Less time reviewing routine transactions
- Fewer hidden issues at month-end
- More consistent categories and reports
- Cleaner CPA handoff with supporting detail
Pair this with reconciliation for audit-ready confidence. Reconciliation guide →
How it connects to month-end close
Exceptions-only review makes month-end close predictable: reconcile accounts, clear the short exceptions list, then export reports.
Ready for a shorter exceptions list?
Start free and see how Prosper keeps your books calm and correct.
Related: Pricing · AI categorization · Accountant Pack