Transaction categorization

Problem

Coding transactions is repetitive. Rules get out of date and exceptions pile up.

Solution

Connect bank feeds and chart of accounts; the agent suggests categories and learns from corrections. You approve or adjust; rules improve over time.

Benefits

• Less manual entry
• Consistent coding
• Faster close
• Fewer exceptions

How to get started

1. 1

   Connect bank and GL

   Link bank feeds and your chart of accounts. Map existing rules if any.

2. 2

   Set categories and rules

   Define categories and when to suggest each. Add approval workflow for exceptions.

3. 3

   Review and tune

   Agent suggests; you approve or correct. Rules update from feedback. Monitor accuracy.

Recommended tools

QuickBooks, Xero, Botkeeper. See the full list on the AI Finance Agent pillar page.