Categorise ambiguous transactions for the quarter

Packaged know-how that tells an agent how to do a job well.

You might say…

“Half my receipts were in a grey area and I'd just guess the category and hope the accountant would fix it later.”

What it does

Reviews the quarter's income and expense lines and reasons the correct accounting category for each ambiguous or mixed-use item, flagging anything requiring the accountant.

Trigger: Use during period-end reconciliation when judgement — not arithmetic — is the bottleneck in categorising transactions correctly.

I/O: Quarter's transaction list → categorised transactions with accounting/tax labels and accountant flags

Recognise the problem?

The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.

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