Classify Business Transactions

Manually going through a year's worth of bank transactions and deciding which category each one belongs to is one of the most time-consuming parts of bookkeeping. A coffee with a client, a software subscription, a hardware purchase, a salary payment — each line needs to land in the right account, and one wrong click cascades into incorrect accounts.

Accounts Preparer classifies transactions from bank statement exports automatically. It reads the merchant name, amount, and date to assign each transaction to the correct income or expense category. Ambiguous items get flagged for your review rather than silently miscategorised.

The result is a fully categorised transaction list that feeds directly into the accounts generation step — no manual spreadsheet work in between.