How to Classify Business Transactions with Claude
Classify business transactions with Claude and ToolRouter. Upload a bank export and categorise every line automatically.
Tool
Claude classifies transactions and then discusses the results. It explains why ambiguous transactions were flagged, asks you to confirm edge cases, and lets you override any category before finalising. The interactive review catches the classification mistakes that fully automated tools miss.
Connect ToolRouter to Claude
1Open connector settings Open Settings
2Add a custom connector with these details
Name
ToolRouterURL
https://api.toolrouter.com/mcp3Let Claude set you up Open Claude
Steps
Once connected (see setup above), use the Accounts Preparer tool:
- Tell Claude: "Classify the transactions in this bank export"
- Upload your bank statement CSV or PDF
- Claude classifies each transaction and lists the ones it flagged as ambiguous
- Review flagged items and tell Claude the correct category for each one
Example Prompt
Try this with Claude using the Accounts Preparer tool
Classify all transactions in this bank export for my freelance business. Flag anything you are unsure about and show me the category breakdown when done.
Tips
- Provide a list of your standard expense categories at the start so Claude uses consistent names
- Ask Claude to group transactions by category so you can review the logic in bulk rather than line by line
- Check the flagged items first — they usually represent the highest-value or most unusual transactions