How to Classify Business Transactions with OpenClaw
Classify business transactions with OpenClaw and ToolRouter. Automate monthly transaction categorisation.
Tool
OpenClaw automates transaction classification on a schedule. Upload new bank exports monthly, run classification automatically, and maintain a running categorised ledger without manual intervention. Useful for businesses that want clean books throughout the year rather than a panicked year-end catch-up.
Connect ToolRouter to OpenClaw
1Install the CLI
npm install -g toolrouter-mcp2Call tools directly from OpenClaw
toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp toolsSteps
Once connected (see setup above), use the Accounts Preparer tool:
- Tell OpenClaw: "Classify transactions from this month's bank export"
- Upload the bank statement
- OpenClaw classifies all transactions and returns the categorised data
- Ask for a summary of flagged items to review manually
Example Prompt
Try this with OpenClaw using the Accounts Preparer tool
Classify all transactions in this bank export. Return a categorised list with totals by category and a separate list of any transactions you flagged as ambiguous.
Tips
- Run classification at the end of each month rather than year-end to spread the review load
- Keep a reference list of recurring merchant names mapped to categories — it speeds up flagging resolution
- Ask for a count of transactions per category alongside the totals to spot any category with an unexpectedly low count