Match statement lines and categorise ambiguous transactions
Reads statement lines against bookkeeping entries and reasons the correct category for each ambiguous or mixed-use transaction — flagging the unmatched lines that genuinely need a human decision.
In / outBank/Stripe/PayPal statement lines + existing bookkeeping entries → category assignment per transaction + flagged exception list for human review
You might say…
“My monthly bookkeeping stalls at the mixed-use items — every month I spend an hour deciding whether something is business or personal.”
What it does
Reads the period's bank/Stripe/PayPal statement lines against bookkeeping entries and reasons the correct category for each ambiguous or mixed-use item (business vs personal, refund vs sale, platform fee vs cost of goods), flagging unmatched lines that need a human decision. Used during the monthly close where judgement, not arithmetic, is the bottleneck.
Trigger: Use during the monthly close when categorisation judgement, not arithmetic, is the bottleneck — for the ambiguous and mixed-use items specifically.
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