Agent · part of Virtual Accountant $300/mo
Transaction Categorization Agent
Sorts every bank line into the right category.
A categorization agent that classifies bank and card transactions against your chart of accounts and learns your corrections. Reconciliation stops being a weekend job.
- Categorizes bank and card lines against your chart of accounts
- Learns from each correction and repeats it next time
- Flags the handful of ambiguous entries for a quick review
Does it learn my categories?
Yes. When you correct a classification once, it applies that rule to every similar transaction going forward.
$300/mo Transaction Categorization Agent