Classify entries without typing the same thing twice

Configure text patterns once. Every entry that matches — category, vendor, cost center and notes filled automatically. On CSV import, OFX statement, API and manual creation.

Automatic Rules

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fillable fields per rule

First match

priority logic

Retroactive

batch application

All flows

UI, CSV, OFX, API

One rule. All future entries classified.

Define the pattern

Configure a substring or exact text that identifies the entry (e.g., "NETFLIX", "PAYROLL", "ENERGY BILL").

Choose what to fill

Select category, vendor/customer, cost center, payment method and notes. Fill only what makes sense for that rule.

Set the priority

Drag to reorder rules. The first that matches wins. Full control over which rule takes precedence when two could match.

Everything classified from now on

Every new entry that comes in — via UI, CSV import, OFX statement or API — is checked against the rule list before being saved.

Smart classification on all entry flows

Text Pattern

The rule searches the configured pattern in the entry description. Match by substring or full text.

Case-insensitive by default
Substring match (contains)
Simple setup, no regex

5 Automatic Fields

Each rule can fill up to 5 fields: category, person, cost center, payment method and notes.

Independent fields — configure any combination
Notes with free text
Payment method for payables/receivables

Priority Order

When more than one rule can match the description, the highest priority (top of list) wins. Drag and reorder inline.

Drag-and-drop interface
First match wins (no ambiguity)
Reordering saved in real time

Scope by Type

Define whether the rule applies to transactions, to payables/receivables or to all. Avoid improper classification between entry types.

Transactions (bank statement)
Charges (payables and receivables)
All types

Retroactive Application

Created a new rule? Click Apply retroactively and all existing entries that match the pattern are reclassified.

Async job via BullMQ
Doesn't block the interface
Report of updated entries

Fires on All Flows

Rules fire at every data entry point: manual creation in UI, CSV import, OFX/QIF statement, Fintera import and API calls.

UI: fires on save
CSV: fires line by line during processing
API: fires on each creation via endpoint

Rules the finance team configures once

Frequent Vendors

Description "ENERGY SP DISTRIBUTOR" automatically becomes: Category "Electricity", Vendor "Energy SP", Cost Center "Operations".

Payroll

Any entry with "PAYROLL" in description → Category "Salaries", Method "Transfer", Note "See pay stub".

Taxes and Tax Guides

"DARF" → Category "Federal Taxes". "GPS" → Category "Employer INSS". Automatic for each guide imported from statement.

SaaS and Subscriptions

"SLACK", "GITHUB", "FIGMA" → Category "Software/SaaS", Cost Center "IT". Configure once for each tool.

Utility Bills

"SABESP", "ENEL", "VIVO" → Category "Utilities" + corresponding Cost Center. Works even when description varies month to month.

Frequently asked questions

Stop manually classifying what already has a pattern

See in practice how automatic rules eliminate repetitive work from your company's finance team.

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