Internal Operations
Auto-Categorize Bank Transactions for QuickBooks
Copy-Paste Script
4 hours
The Problem
Bookkeeper spends 8-15 hours per month categorizing transactions. 85% are obvious: Home Depot is materials, Shell is fuel. But every single one gets done manually. This automation categorizes by vendor name and historical patterns, learns from corrections, and flags only the ambiguous 15% for human review.
How It Works
Input
Daily bank feed CSV or API pull
Transformation
AI categorizes by vendor name, patterns, history. Learns from corrections. Confidence score on each.
Output
85% auto-classified. 15% flagged for human. Bookkeeper: 8hrs to 90min/month.
ReplacesBookkeeper time (8-15 hrs/month)
Importable Templates
PRD
prd here
RolesBookkeeperOwner
PrinciplesReplace the Boring 80%