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Use Autopilot Safely

Use this page when reviewing or controlling Autopilot behavior for transaction work.

Open Autopilot Status

Use the Autopilot control in the client sidebar.

Autopilot status and controls popover
Autopilot status and controls popover

Review Before Trusting Automation

Check whether Autopilot is online, what it is allowed to do, and whether review is still required.

Bank transactions table with AI suggestions and pending review actions
Bank transactions table with AI suggestions and pending review actions

Check Before You Leave

Autopilot should reduce repeat work, but posted accounting still needs a clear review trail.

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