Bank Statement Categorizer

Automatically categorize your bank transactions and expenses. Gain insights into your spending habits and streamline your financial management.

No credit card details required.

⚡️ Custom categorization🔒 100% secure and private✅ 1-Click Export to Excel

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Effortless Categorization

Simply upload your bank statement, and our AI will automatically categorize each transaction. Say goodbye to manual sorting and hello to instant financial organization.

Smart Categorization, Full Control

Our AI does the heavy lifting by intelligently categorizing your transactions, but you're always in control. Easily review and adjust categories to fit your specific needs.

AI-powered transaction categorization in action ⤴

Customizable Categories

Tailor categories to match your unique financial situation. Whether it's personal or business expenses, our flexible system adapts to your needs for precise financial tracking.

Intuitive interface for category customization ⤴

Insightful Reports

Transform your categorized data into actionable insights. Generate spending reports, track budget adherence, and identify areas for financial optimization with just a few clicks.

Comprehensive spending analysis report ⤴

Frequently Asked Questions

Answers to common questions about our AI receipt-encoding service

How accurate is the AI categorization?

Our AI categorization is highly accurate, especially for common transactions. It learns from user feedback and improves over time. You can easily review and adjust categories to ensure 100% accuracy.

Can I create custom categories?

Absolutely! You can create, edit, and delete custom categories to fit your specific needs, whether for personal budgeting or business expense tracking.

How does the categorizer handle recurring transactions?

The AI recognizes patterns in your transactions and automatically applies consistent categorization to recurring items. You can also set up rules for specific payees or transaction types.

Can I categorize transactions from multiple bank accounts?

Yes, you can upload statements from multiple accounts and banks. Our tool will categorize all transactions, allowing you to get a comprehensive view of your finances across all accounts.

What types of reports can I generate with categorized data?

You can generate various reports, including monthly spending summaries, category-wise breakdowns, trend analysis over time, and budget vs. actual comparisons.

Is it possible to export the categorized transactions?

Yes, you can export your categorized transactions in various formats, including Excel and CSV. This makes it easy to use the data in your preferred accounting or budgeting software.

How far back can I categorize my transactions?

There's no limit on how old the statements can be. You can categorize transactions from any time period, making it easy to analyze your historical spending patterns.

Can the categorizer handle both personal and business transactions?

Absolutely. Our categorizer is flexible enough to handle both personal and business transactions. You can set up separate category sets for different purposes or accounts.