categorize expenses with auto categorization rules

Increase efficiency with auto categorization

Your business bookkeeping shouldn’t be slowed down by the tedious process of sorting and categorizing your transactions.

Auto Categorization allows you to set granular transaction categorization rules so that transactions are properly cataloged in the spend management system. This reduces the time it takes to close your books and the need for manual administrative updates.

With Auto Categorization you can:

  • Set rules for each type of transaction
  • Have categories auto-populate for each transaction
  • Set rules based on a specific user, card, department, merchant, or merchant category

Spend management GL Accounts

With Auto Categorization you have the ability to choose whether or not to give your users permission to edit GL account, Location, and Class in their transactions by simply toggling the button.

Choose if you give users permission to edit GL account, location, and class