Turn a pile of transactions into organized books with an AI agent that categorizes spending inside Taskade.
What's Included
- Auto-categorization: Transactions sorted into your chart of accounts or budget buckets.
- Rule learning: The agent remembers how you classify recurring vendors.
- Uncertain queue: Ambiguous charges flagged for a quick yes/no.
- Category totals: Running sums per category for the period.
How To Use
- Paste or upload your transaction list.
- Define your categories or chart of accounts.
- Ask the agent to categorize and review the uncertain queue.
- Confirm edge cases to teach it your preferences.
Pair it with the AI Bookkeeping Agent or feed clean data to the AI Budget Planner Agent.