Categorize expenses automatically
Suggests a category for each uncategorized transaction based on your chart of accounts, flagging unclear ones.
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- Function
- Finance & Accounting
- Responsibility
- Bookkeeping
- Setup difficulty
- Easy
- Added
- Oct 13, 2026
Tools
Main tool: Xero official site ↗
›View prompt
Given our chart of accounts {{accounts}}, suggest a category for each transaction with a confidence (high/medium/low) and one-line reason. Mark low confidence for human review. Transactions: {{transactions}}Replace [BRACKETS] with your details. {{double braces}} are fields your automation tool fills in.
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