Resources

Guides

How to Automate Transaction Categorization | Stop Manual Data Entry

Tired of manually categorizing bank transactions? Learn how to automate expense categorization with AI, rules-based systems, and batch processing. Save 10+ hours per month.

2024-12-11 · 8 min read

Tips & Best Practices

Schedule C Expense Categories | Complete Guide for Self-Employed

Map business expenses to Schedule C line items. Complete guide to IRS expense categories for sole proprietors: advertising, car expenses, contract labor, insurance, and more.

2024-12-11 · 10 min read

Tips & Best Practices

15 Commonly Miscategorized Business Expenses | Avoid Audit Red Flags

These expense categorization mistakes trigger IRS audits. Learn correct categories for home office, meals, vehicle, software, and contractor expenses. Written by a tax professional.

2024-12-11 · 9 min read

Guides

How to Categorize Amazon Business Transactions | Office, Supplies, Inventory

Amazon transactions are notoriously hard to categorize. Learn how to handle Amazon purchases for office supplies, inventory, personal items, and mixed orders in your bookkeeping.

2024-12-11 · 6 min read

Guides

Alternative to Manual Excel Bookkeeping | Automate Transaction Categorization

Still categorizing transactions in Excel? There's a faster way. Compare manual spreadsheet bookkeeping vs automated categorization. Save 10+ hours per month.

2024-12-11 · 7 min read

Guides

Map Bank Transactions to Chart of Accounts | QuickBooks & Xero Import

Configure your Chart of Accounts for automatic GL account assignment. Export bank transactions with account codes ready for QuickBooks, Xero, or any accounting software import.

2024-12-04 · 4 min read

Tips & Best Practices

Monthly Bookkeeping Workflow | Process Client Bank Statements Faster

Complete monthly bookkeeping workflow for accountants. Collect bank statements, batch categorize transactions, reconcile accounts, import to QuickBooks/Xero, and deliver client reports.

2024-12-04 · 6 min read

Tips & Best Practices

Categorize Expenses for Tax Season | Deduction-Ready Transaction Sorting

Prepare business expenses for tax filing. Categorize transactions by IRS expense categories, identify deductions, handle 1099 contractors, and create audit-ready records.

2024-12-04 · 7 min read

Tips & Best Practices

Separate Personal and Business Expenses | Owner Draw Categorization

How to identify and categorize personal expenses in business bank accounts. Handle owner draws, split transactions, and maintain clean books for tax compliance.

2024-12-04 · 5 min read

Getting Started

How to Categorize Bank Transactions Automatically | Step-by-Step Guide

Upload CSV or Excel bank statements and get AI-categorized transactions in minutes. Complete guide: column mapping, industry selection, review, and export to QuickBooks or Xero.

2024-12-03 · 5 min read