Rules you never had to write
You never write a categorization rule. You just correct one transaction.
Included in: Every paid plan
Categorize a merchant once and it fills itself in from then on. You never write a rule.
No rule builder
There is no condition editor and no regex. Categorizing a transaction is the whole interaction.
Confirmed, not assumed
A merchant starts filling itself in after it has been confirmed enough times to be sure it is not a coincidence.
Ambiguous merchants keep asking
A merchant that could legitimately be several things — a marketplace that sells both office supplies and equipment — keeps asking rather than guessing.
How it works
- 1
Categorize once
Pick the account for a transaction the way you normally would.
- 2
It remembers the merchant
The choice is stored against that merchant for your business only.
- 3
It applies itself
Once confirmed, the next charge from that merchant arrives already categorized.
Learned merchants questions
Works with
Bank sync
A secure, read-only connection to your bank, with transactions imported every day.
AI categorization
Confidence-scored categorization that proposes the account, and learns your merchants as you correct it.
Receipt capture
Photograph a receipt and the AI reads the vendor, date, total and line items.
Try learned merchants free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.