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Transaction categorization is essential for accurate financial reporting, tax preparation, and business analysis. Automatically organize bank statement transactions into meaningful categories to streamline accounting workflows.
Manually categorizing transactions presents several difficulties:
Manual categorization processes are inefficient and error-prone, making automated solutions valuable for businesses and accounting professionals.
Automated transaction categorization provides:
Our system uses intelligent pattern recognition to automatically categorize transactions based on merchant names, descriptions, and transaction patterns.
Upload your bank statement PDF and our system extracts all transaction data including dates, descriptions, and amounts.
Transactions are automatically categorized into income and expense categories based on merchant names, transaction patterns, and descriptions.
Download your categorized transactions in Excel or CSV format, ready for import into accounting software or further analysis.
Automatically categorize business transactions for monthly financial reports and tax preparation.
Save time on client bookkeeping by automating transaction categorization from bank statements.
Quickly organize transaction data for expense analysis and budget tracking.
Our system uses advanced pattern recognition to categorize transactions with high accuracy. You can review and adjust categories in the exported Excel file as needed.
Yes, Pro and Elite users can create custom categorization templates. The exported Excel file can also be edited to adjust categories as needed.
We support PDF bank statements from all major banks. Categorized transactions can be exported in Excel (XLSX) or CSV format.
Yes. We use bank-level encryption and process your statements securely. Files are automatically deleted after processing.
