Match statement lines and categorise ambiguous transactions
Packaged know-how that tells an agent how to do a job well.
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 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.
Trigger: Use during the monthly close when categorisation judgement, not arithmetic, is the bottleneck — for the ambiguous and mixed-use items specifically.
I/O: Bank/Stripe/PayPal statement lines + existing bookkeeping entries → category assignment per transaction + flagged exception list for human review
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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