Categories & rules
Tag transactions with custom categories. Set up matching rules for automatic suggestions and keep your books organized effortlessly.
Sign upKey benefits
Custom categories
Build categories that mirror your chart of accounts: Revenue, Payroll, Marketing, Gas fees, and more.
Auto-categorization rules
Define matching rules by counterparty, amount, network, or token. New transactions inherit suggestions automatically.
Bulk categorization
Apply a category to many similar transactions at once. Useful for recurring payments and historical backfill.
Category hierarchy
Organize categories into parent/child relationships for drill-down reporting (e.g. Operations → Infrastructure → AWS).
Pattern-based suggestions
When you categorize a transaction manually, the system suggests the same category for similar transfers from the same counterparty.
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 the suggestions, approve or override them, and the rule set grows tighter over time.