Automation
Browse all Farin help guides tagged with Automation, including setup steps, screenshots, and workflow help.
Use the universal AI assistant safely
Ask clear read questions in plain language, review drafted write actions carefully, and know when a human check is still required.
Set up accounting document automation
Use automation to reduce manual bookkeeping on repeat documents, but start with a careful review instead of assuming every parse is ready to post.
Create automation rules for repeat document posting
Use automation rules when the same document pattern keeps showing up and the posting logic should not be rebuilt by hand every time.
Review imported automation documents and fix exceptions
Open the imported document detail when automation did not land cleanly and fix the real exception instead of ignoring it.