AI Mapping is an exciting functionality that uses artificial intelligence to help you with account mapping. AI Mapping will look at the description and the underlying transactions of your incoming accounts to make a proposal from the selected Chart of Accounts. Users can then simply review the proposals to complete the mapping process.
Get in touch with your Customer Success Manager to learn more about AI Mapping and how your firm can have access to this feature.
How to use AI mapping
When you enter a file with unmapped accounts and AI mapping available, Silverfin will generate a proposal for you to review.
The first column shows icons, which mean:
 | Exclamation mark: the mapping proposal has low confidence. Check these proposals extra carefully. |
 | Pencil: the mapping proposal has been manually edited. |
 | No icon: the mapping proposal has high confidence. They still need to be reviewed, but are likely to be correct. |
In the second column, you'll see the mapped account. All information in the next columns (original account number and name, account balance, and account type) can be used to review whether the proposal is correct.
When a mapping proposal has low confidence (indicated by the exclamation mark icon) you'll see the other top AI proposals inline, which are indicated with a magic wand icon. By selecting any of the inline proposals, the account will be remapped to the chosen proposal. You can also click the currently selected mapped account, to confirm the low-confidence proposal.
When an account needs to be remapped and the desired mapped account is not shown inline, you can search for an account by clicking the 'Remap' button, which appears when you hover over a table row. A dropdown will appear showing the accounts in the structure of the main workflow of the file.
In this dropdown, you can either select one of the other AI proposals or click 'All accounts' to see the entire mapping list and select one there. Using the search bar you can look for (parts of) account names or numbers.
The third column shows the account in import, which is the original account number and its name. By default, the accounts are sorted ascending on the account in import, but you can change this by clicking any of the table headers.
The fourth column shows the balance of the account in the currently selected period. Please note you can't change periods during mapping without losing progress, so you need to decide on which period to display at the start.
The fifth and last column shows the account type of the mapped account. If this differs from the account type identified during import, this will be highlighted with a warning icon. When saving the mapping, the import account type will be disregarded and the account type of the proposal will be used.
When you've finished your review, you can save the mapping and proceed to your client file.
Mapping of new accounts of existing client files
When new accounts are used in the client file after saving the mapping, they will be picked up during import and you will be redirected to this mapping screen when you access the file. The accounts will need to be mapped and saved to be allowed to proceed to the client file.
Amending mapping
You are able to go back and amend any mapping at a later stage. Here's how to do this:
Step 1: Click on the 'Accounts' tab in the relevant client overview page
Step 2: Click the 'Mapping' button on the top right
Step 3: Change the mapping as required!
The previously mapped accounts will be shown in a "saved" section. The mapping of a saved account can be edited, which will move it to the "unsaved" section until you save it.
If you're stuck whilst mapping and need someone to point you in the right 'direction' please contact your CSM! Any technical questions? Please contact Silverfin Support