Now with AI Classification

Bank Transaction Categorization for High-Trust Finance Teams

Upload CSV exports, classify transactions with Claude, review results in a fast drag-and-drop workspace, and produce financial summaries that leadership can trust.

https://app.txcategorizer.com/dashboard

Categories

Housing (12)
Food & Dining (23)
Uncategorized (5)
01/15/2026AMAZON.COM-$42.18
01/15/2026UBER EATS-$18.40
01/14/2026PAYROLL DEPOSIT+$4,950.00
TechCorpFinanceHubLedgerFlowNorthpeakAcumenBlueNova

Built for Financial Control and Speed

AI Categorization

Automatically classify transactions into categories and sub-categories.

Correction Learning

Your manual corrections are recorded and reused to improve future classification quality.

Team Review

Review large batches with drag-and-drop workflows, bulk actions, and search-driven filtering.

Custom Taxonomy

Create, merge, and reorganize categories and sub-categories without losing historical mappings.

Executive Reports

Monitor spend, income, and cash flow with drill-down charts and monthly trend analysis.

Secure Infrastructure

Deploy on Cloud Run with Cloud SQL and Secret Manager to meet enterprise requirements.

Fast CSV Ingestion

Map any bank export format with column detection and preview before ingestion.

Review Worklist

Find uncategorized transactions instantly and resolve them with category/sub-category actions.

Operational Scale

Handle high-volume transaction imports with rate-limited AI classification queues.

Transactions Processed

0

Avg Classification Accuracy

0%

Hours Saved Monthly

0

Enterprise Teams

0

Security and Compliance by Default

  • SOC 2 aligned controls
  • Data encryption at rest and in transit
  • Role-based access policies
  • Cloud audit logging and alerts

Policy Toggle

Suspicious Vendor Guardrails

Automatically flag high-risk transactions and require review before final categorization.

Threat Alert

Anomalous spend detected in Travel

2 transactions exceeded the configured policy threshold.

Frequently Asked Questions

Most teams see strong baseline accuracy, then noticeable improvement after a few correction cycles.

Ready to Modernize Transaction Operations?

Deploy in your GCP project and start reviewing AI-classified transaction batches in under minutes.