Spend Sort
SmallAI in first buildAI · Small businesses, accounting teams
Auto-categorize bank transactions into expense buckets and end the month-end grind.
Built in this build
- Auto transaction categorization
- Rule and exception management
- Category-based summary
- Category tree setup
- Rule and mapping management
- Suggests category from transaction memo
- Auto-tag recurring transactions
- Spend breakdown by category
Vision (needs external services)
- Bank statement (CSV) import
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Auto transaction categorization
- Rule and exception management
- Category-based summary
Admin modules
- Category tree setup
- Rule and mapping management
AI capabilities
- Suggests category from transaction memo
Automations
- Auto-tag recurring transactions
Analytics & reports
- Spend breakdown by category
Integrations
- Bank statement (CSV) import
Mobile
- Approve and fix categories
Roles & permissions
- Bookkeeper
- Business owner
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