Finance & Accounting

Every transaction categorised before you open your books

Q: What banks and accounting tools does it work with?

Most major banks via open banking APIs, plus Xero, QuickBooks, Sage, and FreshBooks for accounting integration.

Q: How does it learn my categories?

It starts with your chart of accounts and learns from your corrections. After 2-3 months, accuracy typically exceeds 97%.

Q: Can it handle split transactions?

Yes. If a single transaction needs to be split across multiple categories (common with business expenses), the AI handles it.

Q: What about tax categorisation?

The AI can tag transactions for tax purposes: VAT rates, deductible vs non-deductible, capital vs revenue expenses.

AI auto-categorises bank transactions, credit card charges, and expense claims into your accounting categories. Your books stay clean in real time.

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The challenge.

Month-end reconciliation takes 2-3 days because transactions pile up uncategorised

Your bookkeeper spends 5+ hours a week manually categorising hundreds of transactions

Miscategorised expenses cause tax errors and audit headaches

Process

How it works.

Connect your accounts

Bank feeds, credit cards, expense tools. We sync with your financial data sources.

AI categorises everything

Each transaction gets mapped to your chart of accounts. AI learns your patterns and gets more accurate over time.

Review exceptions only

95%+ of transactions categorised automatically. You only review the ones the AI isn't sure about.

Results

What you get.

95% less

Categorisation time

Hundreds of transactions categorised automatically. Manual review only for edge cases.

97%+

Accuracy

AI learns your categorisation patterns and gets more accurate every month.

Days faster

Month-end close

Real-time categorisation means your books are nearly closed before month-end even arrives.

FAQ

Common questions.

What banks and accounting tools does it work with?

How does it learn my categories?

Can it handle split transactions?

What about tax categorisation?

Ready to get started?

Let's explore how expense categorisation can transform your business.