Transaction Categorization Agent
Transactions arrive coded and duplicate-checked, not hand-sorted at month-end.
Codes every transaction and catches duplicates before they hit the ledger. It follows your workflow, works across the systems your team already uses, and brings people in when judgment is needed.
Works with the tools your team already uses
NetSuiteDemo coming soon
Watch the Transaction Categorization Agent in action
Where it starts
Start the workflow where the work begins
- 01
Continuous monitoring
The Transaction Categorization Agent watches for work that needs attention and starts when something changes.
- 02
Scheduled
The Transaction Categorization Agent runs on the cadence your team chooses, without anyone remembering to start it.
- 03
Connected finance data
The agent reads the relevant records from connected systems so the result is based on the same data your team uses.
The impact
Transactions arrive coded and duplicate-checked, not hand-sorted at month-end.
The workflow
How it works
How does the Transaction Categorization Agent help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.
- 01
Reads new activity from bank feeds, card programs, and expense tools
Proposes account, vendor, department, and class for anything unclassified
- 02
Proposes coding based on the customer's history
Learns the pattern from the customer's own transaction history and chart of accounts
- 03
Cross-checks for duplicates across sources
Flags duplicates from overlapping integrations and intercompany transfers
- 04
Queues proposed entries for approval
Catches a vendor billed twice, once on a card and once on a bill, before it posts
Key takeaways
Agent capabilities
Proposes account, vendor, department, and class for anything unclassified: Transactions arrive coded and duplicate-checked, not hand-sorted at month-end.
Learns the pattern from the customer's own transaction history and chart of accounts: Transactions arrive coded and duplicate-checked, not hand-sorted at month-end.
Flags duplicates from overlapping integrations and intercompany transfers: Transactions arrive coded and duplicate-checked, not hand-sorted at month-end.
See it on your workflow
See the Transaction Categorization Agent on your workflow.
Book a short demo and we'll show how this agent would handle work from your own process.