Categorization that shows its confidence

The AI proposes. You approve. It gets better at your business every week.

Included in: Every paid plan, within your monthly AI allowance

Confidence-scored categorization that proposes the account, and learns your merchants as you correct it.

A real account, not a guess at a label

Each suggestion maps to an account in your chart of accounts, so an approved transaction is a posted journal entry — not a tag to clean up later.

Every suggestion carries a score. High-confidence merchants can post on their own; anything uncertain waits for you.

Correcting a category teaches the merchant rule. The same merchant fills itself in next time.

1
Transactions arrive
From the bank feed, an import, or a receipt you upload.
2
The AI reads and proposes
It reads the merchant, amount and history, then proposes an account with a confidence score.
3
You approve or correct
Approve in a click. A correction becomes a learned merchant, so you do not make it twice.

Only above the auto-post confidence threshold, and only for merchants you have already confirmed. Everything else waits for your approval.

Transactions and documents still arrive and are still stored — they simply wait uncategorized until the next month or an upgrade.

A secure, read-only connection to your bank, with transactions imported every day.

Categorize a merchant once and it fills itself in from then on. You never write a rule.

Photograph a receipt and the AI reads the vendor, date, total and line items.

No credit card required. Bring your existing books with you — imports never count against your plan.