AI Categorization
Stop categorizing every single transaction by hand. Let AI do the boring work.
It Learns From You
When you categorize "STARBUCKS #12345 LOS ANGELES" as "Coffee," our AI remembers. Next time any Starbucks transaction comes in, it's automatically categorized. The more you use it, the smarter it gets.
Your Data. Your AI.
The categorization model is trained on YOUR patterns only. We don't aggregate data across users. We don't send your transactions to OpenAI or any external service. Everything runs on our servers, using your data, for your benefit.
Vendor Pattern Matching
Bank transaction descriptions are weird. "DD DOORDASH 847392" doesn't scream "Food Delivery." Our vendor pattern matching system normalizes these cryptic descriptions into human-readable vendor names, then applies your categorization rules.
Confidence Scores
Every auto-categorization comes with a confidence score. High confidence? It's done automatically. Low confidence? It lands in your review queue. You're always in control. We never silently miscategorize your spending.
Stop wasting time on data entry
Let AI handle categorization. Available on Pro and Family plans.
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