Expense Auto-Classifier

AI categorizes every QuickBooks transaction and learns over time.

How it works

Reviews each QuickBooks transaction, suggests the correct category from your chart of accounts, flags duplicates, and improves with your corrections. Available as a stacked add-on ($12/mo).

You bring

QuickBooks transactions
Chart of accounts

You get

Suggested category per transaction
Duplicate flags
Confidence score

Example

Prompt

"Classify last week's uncategorized expenses."

Output

62 transactions classified (avg confidence 94%). 3 duplicates flagged. 4 below 70% confidence — sent to your review queue.