AI categorization, reviewed by a real bookkeeper.
The categorization agent labels every transaction in minutes, mapped to your chart of accounts. Your dedicated bookkeeper approves before anything posts.
Auto-categorized this morning
Klaviyo
−$210.00
FedEx Freight
−$842.40
Meta Ads
−$5,200.00
Shopify Inc.
−$299.00
The problem
Categorizing thousands of transactions by hand is not a job humans should do.
Manual categorization eats your week.
Hours per week clicking through transactions in QuickBooks is hours not spent running the business.
Bank rules break on new vendors.
Static rules catch known patterns. New vendors, edge cases, and one-offs fall through every month.
Categorization debt compounds.
Misclassified transactions accumulate. Year-end review becomes a forensic exercise instead of a sign-off.
How it works
AI categorizes. Your bookkeeper approves. The model learns from every edit.
01
Train on your history.
The agent learns from your past categorizations, vendor patterns, and chart of accounts conventions.
02
Categorize on arrival.
New transactions are labeled within minutes of landing in your bank feed or platform sync.
03
Bookkeeper reviews.
Your dedicated accountant approves, edits, or rejects each categorization before it posts.
04
Learn from corrections.
Every correction by your accountant updates the model, so accuracy improves month over month.
Features
What the categorization agent does.
Learns your business
Trains on your historical categorizations to learn your specific vendor and account patterns.
Real-time categorization
Transactions categorized within minutes of appearing in your bank or platform feeds.
Human review layer
Every categorization is reviewed by your dedicated bookkeeper before it posts to your books.
Continuous learning
Every correction by your accountant teaches the agent to be more accurate next time.
Chart of accounts alignment
Categories map directly to your QuickBooks Online or Xero chart, no manual remap.
Class and location tracking
Transactions tagged with the right class, department, or location for detailed reporting.
Ships inside monthly bookkeeping. Pairs with AI reconciliation so categorization and matching happen on the same data.
How we compare
Where Reconsail fits among the alternatives.
Pattern-based learning
Maps to custom chart of accounts
Class and location tagging
Improves over time
Human reviewer on every entry
Who it's for
Built for teams like yours.
Founder doing DIY in QuickBooks
You spend two hours a week categorizing. You want it done well, not just done by you.
Operator with high vendor count
Hundreds of unique vendors. Static rules don't scale. You want pattern-based categorization.
Finance lead with custom COA
Custom classes by channel, location, or campaign. You want an agent that learns yours, not a template.
FAQ
Categorization, answered.
What is AI transaction categorization?
How accurate is the categorization agent?
Does the agent post directly to my chart of accounts?
What if my chart of accounts is unusual?
How is this different from QuickBooks bank rules?
No more manual categorization.
Book a discovery call. We'll show the categorization agent running on a sample of your activity.