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