Categories & rules
Tag transactions with custom categories. Set up matching rules for automatic suggestions and keep your books organized effortlessly.
Key benefits
Custom categories
Create categories that match your chart of accounts: Revenue, Payroll, Marketing, Gas fees, and more.
Auto-categorization rules
Set rules based on counterparty, amount, or token. New transactions get suggested categories automatically.
Bulk categorization
Categorize multiple similar transactions at once. Perfect for recurring payments.
Category hierarchy
Organize categories into parent/child relationships for detailed reporting.
Smart suggestions
Our AI learns from your categorization patterns and suggests categories for new transactions.
Audit trail
Track who categorized what and when. Full history for compliance and review.
How it works
Define categories
Set up your chart of accounts with custom categories and sub-categories.
Create rules
Define matching rules so transactions from known counterparties get categorized automatically.
Review & approve
Check AI suggestions, approve or adjust, and your rules get smarter over time.
Ready to get started?
Join the waitlist and be among the first to try Summer Finance.