Every transaction.
Categorized instantly.
The Categorization Agent learns your chart of accounts, your vendor patterns, and your business context — then categorizes every new transaction the moment it arrives. Human-reviewed before posting.
How it works
Learns Your Business
Trains on your historical categorizations to understand your specific vendor patterns and preferences.
Real-Time Categorization
New transactions are categorized within minutes of appearing in your bank or platform feeds.
Human Review Layer
Every AI categorization is reviewed by your accountant before posting — machine speed, human accuracy.
Continuous Learning
Every correction your accountant makes teaches the agent to be more accurate next time.
Chart of Accounts Alignment
Categories always map correctly to your specific QuickBooks or Xero chart of accounts.
Class & Location Tracking
Transactions tagged with the right class, department, or location for detailed reporting.
No more manual categorization. Ever.
See the categorization agent working live on a demo account.
Book a Free Demo