Bookkeeping transaction categorization
Auto-categorize bank/CC transactions by client, learn from corrections, surface anomalies, draft month-end review.
smb
prof-services
finance
accounting
Monthly Active Users
5,000
default for smb
Token Shape (in/out)
800 / 300
Setup Complexity
medium
~25 hours
Suggested capabilities
inference
retrieval
evaluation
Integration
Complexity
medium
Setup hours
25 hrs
Glue cost / month
$35
Common systems
QuickBooks
Xero
Karbon
Plaid
Production hints
Audit retention
84 months
PII intensity
high