Rules

What Ledgza has learned.

Every pattern below was built from your approvals and corrections. Per client, never shared across firms without opt-in.

PatternKindRunsApproval rate

Semi-monthly payroll (Gusto)

Harbor Dental PLLC

Payroll14100%

Recurring vendor: Patterson Dental

Harbor Dental PLLC · 2026-05-14 — account changed 6410 → 6400

Vendor payment897%

Card processor fees

Harbor Dental PLLC

Bank / fees590%

Recurring vendor: Valley Crop Supply

Marisol Vineyards LLC

Vendor payment11100%

Monthly reserve transfer

Marisol Vineyards LLC

Intercompany6100%

Statement match batch

Tandem Coffee Co.

Bank / fees998%

Owner draw vs. Intercompany loan

Redwood Wellness · 2026-06-30 — reclassified as IC loan

Intercompany371%