Automatic Categorization
AI that knows where every pound belongs
Machine learning auto-categorization that correctly classifies 95%+ of transactions. Learns your business patterns and applies UK tax rules automatically.
Free during Early Access - No credit card required
Capabilities
Claude AI analyzes transaction context intelligently
60+ UK GAAP-compliant expense categories
Learns your specific business patterns over time
Handles recurring payments automatically
Flags unusual transactions for review
Batch categorization for bulk imports
Category confidence scores for transparency
One-click corrections that train the AI
How It Works
Transaction imported
Bank transactions come in via CSV upload or email forward - no manual entry needed.
AI analyzes context
Claude examines merchant name, amount, date patterns, and your business type to determine the category.
Category assigned
Each transaction gets a UK GAAP-compliant category with a confidence score showing AI certainty.
Learn from corrections
If you change a category, the AI learns and applies that logic to future similar transactions.
Use Cases
Monthly bank imports
Upload 200 transactions from your bank. 190+ are correctly categorized immediately. Review takes 5 minutes instead of 2 hours.
Subscription tracking
Recurring payments like Slack, Notion, and AWS are recognized and consistently categorized as software subscriptions.
Travel expenses
The AI distinguishes business travel from personal, categorizing trains, hotels, and meals correctly with VAT implications noted.
Client vs. internal costs
Smart categorization separates billable client expenses from internal business costs for accurate project accounting.
Benefits
Eliminate hours of manual categorization
Ensure tax-optimized expense allocation
Reduce bookkeeping errors significantly
Always ready for accountant review
Consistent categorization across months
Focus on business growth, not data entry
Frequently Asked Questions
How accurate is the auto-categorization?
Our Claude AI correctly categorizes 95%+ of transactions on first import. Common merchants, subscriptions, and payment patterns are instantly recognized. The AI improves as it learns your business.
What expense categories are available?
We use 60+ UK GAAP-compliant categories covering all standard business expenses: office costs, travel, professional fees, marketing, equipment, staff costs, and more. Categories match what your accountant expects.
How does the AI learn my business?
When you correct a categorization, the AI notes the change. Over time, it recognizes your specific patterns - like always categorizing 'Costa' as client entertainment rather than office refreshments.
Can I create custom categories?
Yes. While we provide standard UK GAAP categories, you can add custom sub-categories for your specific tracking needs. These map to standard categories for tax purposes.
What about VAT categorization?
The AI automatically determines VAT treatment - standard rated, reduced, exempt, or out of scope - based on the expense category and merchant type. This flows through to your VAT returns.
How do batch corrections work?
Select multiple transactions and change their category in one click. This is perfect for fixing a batch of similar imports and training the AI on your preferences.
Ready to try Automatic Categorization?
Get started with AI-powered accounting for your UK limited company.
Get Started FreeFree during Early Access - No credit card - Cancel anytime