Categorise and code transactions to the chart of accounts
Packaged know-how that tells an agent how to do a job well.
You might say…
“The ambiguous transactions are the ones that come back and bite me at year-end. Having someone work through them properly during the month is worth it.”
What it does
Reviews uncategorised transactions and assigns each to the correct ledger account and tax treatment, handling edge cases that rule-based coding can't resolve.
Trigger: Use during regular bookkeeping runs when uncategorised transactions accumulate.
I/O: Uncategorised bank/expense transactions + chart of accounts + tax regime → coded transactions with ledger account and tax treatment assigned
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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