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Categorise a bank statement for your accounts

Export your bank transactions and AI suggests a category for each, learning from your examples. Speeds up self-assessment prep and monthly bookkeeping.

AI chat Quick win
Time saved
1-3 hrs/month
Tools you could use
ChatGPT, Claude, Microsoft Copilot
Good for
Freelancers & sole traders, Finance & bookkeeping, Personal life
Industries
Any

Try it now

Use ChatGPT, Claude or Copilot today — just paste a prompt.

Here is a CSV of last month's business transactions: [paste]. Categorise each into: materials, fuel, phone/internet, software, insurance, subcontractors, drawings, income, other. Show uncertain ones separately with your reasoning so I can decide.

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I can set it up around the tools you already use — or help you pick the right first project. Short call, no jargon, no obligation.