Fist 3 months went well but now:

Categories are not working example Home Depot save as Material does not update entire file only the single line. Later none of the items can be saved as material.

Same with insurance, taxes, amazon and more

Doesn't recognize zelle payment from vs. to expense vs Income)

Doesn't recognize returns

Overall, not recommended yet. It doesn't save time at all. Since I have to make 100+ correction for each PDF. Even with all rules.

When you add new rule, it messes up and deletes all correction that took hours to do.

It has great potential but needs a lot of work!