Spend Sort

SmallAI in first build
AI · Small businesses, accounting teams

Auto-categorize bank transactions into expense buckets and end the month-end grind.

Coding Ideas

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

AI

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