Expense Categorization Agent
Auto-categorizes 200-400 transactions/month against your chart of accounts. Replaces a $55k Bookkeeper.
An SMB owner pays $55k/yr to a Bookkeeper who classifies hundreds of bank/card transactions every month against a 60-line chart of accounts. The role is 90% rules-based pattern-matching with vendor history — exactly what a small LLM with retrieval over your last 12 months of categorized data nails.
New transaction lands → agent extracts vendor + memo + amount → looks up your last 90 days of categorizations for that vendor → assigns a category with confidence score → low-confidence (<85%) flagged for human review. Month-end: 95% auto-classified, 5% queued for spot-check, books close in 30 minutes instead of 8 hours.
▶Technical specs
ANTHROPIC_API_KEYQBO_CLIENT_IDQBO_REFRESH_TOKENPLAID_CLIENT_IDPLAID_SECRETWe connect these securely during setup. OAuth integrations above connect with one click — no manual token entry.
▶Open source info
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