Categorize transactions
Paste bank or card transactions and get them sorted into accounts, totalled, with doubtful items flagged.
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Paste a pile of receipt details and get them categorized, totalled and laid out ready for accounts.
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Fill it in like this. Press the button below to put the example into the form above.
Illustrative excerpt: the real answer depends on the AI you use and what you fill in.
| Date | Category | Description | Amount | Within policy | |---|---|---|---|---| | Nov 2 | Travel | Transport to client | 700 | ✅ | | Nov 2 | Meals | Client lunch (2 people) | 1,280 | ⚠️ 640 per person, over the 500 cap | | Nov 3 | Travel | Taxi | 350 | ⚠️ Reason needed | | Nov 5 | Other | Stationery | 120 | ✅ | Subtotals: travel 1,050, meals 1,280, other 120 Total: 2,450 Still needed - Nov 2 lunch: explain why it is over the cap, or claim only the 1,000 allowed - Nov 3 taxi: add the reason for the trip
Paste bank or card transactions and get them sorted into accounts, totalled, with doubtful items flagged.
List the items and prices and get a professional quote with subtotals, tax and total worked out.
Say in plain words what you want to calculate and get a formula you can paste, with each part explained.