Categorisation rules
Create reusable rules, shared across the team and applied automatically.
Treasury core
INCLUDEDTransactions & categorisation
No more days spent re-keying and sorting. Your rules categorise flows on import, and get sharper with every confirmation.
AI suggestions
The AI assistant proposes new rules from your flows — you approve in one click.
Bulk categorisation
Classify hundreds of transactions at once, with powerful filters.
Transaction management
Search, filters, corrections: your movements always under control.
Read also
Categorizing bank flows: rules, AI suggestions and best practices
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