Auto-categorisation
Every transaction filed, no 'what was this?' moments.
Finn reads each transaction, scores the likely category, and applies it. It learns your patterns and flags anything it isn't confident about.
Free for 14 days, no credit card
In short
AccountsOS auto-categorises every transaction against the UK GAAP chart of accounts using Claude, with a confidence score. High-confidence matches apply automatically; lower-confidence ones surface for review. Combines with bank rules for fully automated categorisation of recurring payees.
Everything it does
How it works
- Reads counterparty, amount, description
- Scores likely categories
- Applies high-confidence matches
- Surfaces low-confidence for review
- Learns from corrections
Combines with bank rules
- Set a rule once, applies forever
- Pattern + amount + description triggers
- Layered with AI categorisation
- Audit trail for every decision
Capabilities at a glance
AI categorisation powered by Claude
60+ UK GAAP categories
Confidence scoring
Auto-apply at high confidence
Surfaced review queue for low confidence
Learns from your corrections
Combines with bank rules
Per-trading-entity chart of accounts
How It Works
Transaction lands
Bank import, expense, bill: anything that needs a category.
AI scores categories
Reads counterparty, amount, description, history.
Apply or queue
High-confidence applied; low-confidence queued for one-click review.
You correct, AI learns
Your corrections feed forward. Future similar transactions get it right.
Real-world Use Cases
Bank import day
60 transactions imported. 50 auto-categorised at high confidence. 10 in the review queue, all cleared in 2 minutes.
Recurring AWS
AI categorises AWS as IT/Software every time without a rule. After 3–4 confirmations it's near-100% confident.
Why founders pick this over the spreadsheet
Stop categorising the same payee twice
Confidence scores tell you what to actually look at
Learns your patterns so accuracy improves over time
Frequently Asked Questions
How accurate is it?
~85–95% on transactions with clear vendors. Lower for ambiguous ones (e.g. PAYPAL: could be any merchant). Confidence scoring tells you what to review.
Does it learn?
Yes. Every correction you make feeds forward. The AI gets more accurate with use.
Can I override?
Yes. Change any category in one click. Bulk-edit hundreds at once.
What about bank rules?
Layered. Bank rules apply first (set once, applies forever); AI categoriser handles anything not covered by a rule.
Ready to try Automatic Categorisation?
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