Expense data,
sorted automatically

When bank statements, credit card exports, or accounting feeds come in, each line item gets passed through a classification layer trained on your historical data. The model looks at vendor names, amounts, transaction descriptions, and spending patterns to assign a category. After the first 4–6 weeks, the model calibrates to your company's specific terminology and vendor list.

Unlike rule-based categorization, the model handles edge cases — a vendor who sells both office supplies and IT equipment gets categorized based on the actual purchase description, not just the company name. Ambiguous transactions are flagged with a confidence score so your team reviews only the ones that genuinely need a human decision.

The system connects to Xero, QuickBooks, and most ERP platforms via API, or accepts CSV uploads if direct integration isn't an option. Categories are mapped to your chart of accounts, and nothing changes in how you currently export data to your accountant.

• Multi-source ingestion — bank feeds, card exports, manual uploads
• Confidence scoring — low-certainty items flagged for review
• Custom category mapping to your existing chart of accounts
• Ongoing model refinement as your vendor base changes
• Monthly accuracy reports showing model performance by category
• Split transaction handling for mixed-purpose purchases