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A category per row

Code transactions to accounts automatically

Which account does each transaction belong to?

Runs on our cloud compute.

A category per rowIllustration with sample data
  • #720A
  • #729B
  • #738A
  • #747C

The problem

Bookkeepers code the same coffee shop and software subscription to the same account, every month, by hand.

What you get

Let the model code the easy 90% and review only the rest.

What you need

Past transactions with the account they were coded to. Runs on our cloud compute.

How it works

  1. 01

    Open it with sample data, or pick one of your tables.

  2. 02

    The settings are already filled in; change them if you like.

  3. 03

    Run it, read the result in plain words, and use it on new rows.

Try it on sample data

Also for Finance