Invoice Delay
Use invoice age and payment history to estimate days to payment and rank open invoices by late-payment risk.
Application
Expense Tagger
Match expense descriptions to your chart of accounts and get suggested categories, confidence scores, and exceptions to review.
For Small-business finance and bookkeeping teams.
What you provide
- Transaction description, merchant text, amount, and account context
- Chart-of-accounts categories and subcategories used by the business
- Customer-specific categorization rules and rule priority
What you get back
- Suggested GL category and subcategory for each expense line
- Confidence score that separates auto-review candidates from low-confidence exceptions
- Rule and category context that explains why an item was tagged a certain way
Example workflow
How a team might use it
A bookkeeper syncs a batch of uncategorized card transactions before closing the month. REST/JSON returns suggested categories, subcategories, and confidence scores, so high-confidence items can be approved and low-confidence charges can be routed to manual review before the team exports results to its accounting workflow.
Connect to your workflow
Use REST/JSON to send inputs and retrieve results from your application. Read-only MCP is available for supported services. Your team reviews the results and controls actions in its own systems.
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