Categorized transactions, not a spreadsheet to sort

Sorting rows before anything can be reported is repeated judgement, applied the same way each month. That is work a rule set can carry.

Consistency is the hard part

Sorting transactions by hand is not difficult, but doing it identically every month across several people is. Small differences in how a fee or a refund is categorised accumulate, and by year end the comparison between periods is measuring your team's habits as much as the business. Nobody notices until an accountant asks why a category moved.

What we build

We turn your categorisation into explicit rules matched to the chart of accounts your accountant already uses, so every month is treated the same way regardless of who runs it. Anything the rules cannot place confidently gets flagged rather than assigned, which keeps errors visible instead of buried inside a total. The rules stay yours to adjust as the business changes.

• Every period categorised the same way.
• Matched to your existing chart of accounts.
• Low-confidence rows flagged, never guessed.

A recent payout file and your category list is enough for us to say whether this is worth building.