How it works: When you upload a bank statement, AI automatically reads each transaction and assigns it a GL category (like "Software & Subscriptions" or "Services Revenue"). Any it's unsure about get flagged as ❓ Uncategorized and appear below — you can then paste one into the box above to get an AI suggestion, or pick the category manually.

Categorize a Single Transaction

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Paste any transaction description — AI will suggest the best GL category and explain why.

Connected Accounts 0 accounts

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💡 These are not GL categories. GL categories classify transactions (e.g. "Software & Subscriptions"). Manage them under Chart of Accounts in the sidebar.

💡 Chart of Accounts categories are used to classify transactions — think "Services Revenue", "Software & Subscriptions", "Marketing". They are not bank or credit card accounts. Manage your connected bank/CC accounts under Accounts in the sidebar.