Categorize transactions 5× faster
Batched AI categorization with confidence-gated auto-approval. HIGH confidence results are committed automatically — MEDIUM and LOW stay pending for your review. No silent errors.
Context sent to AI per transaction
Payment type
Credit Card
Bank account
Chase Business Checking
Memo
AWS usage fee — March
Transaction date
Mar 31, 2025
↑ Payment type, bank account, memo, and date fed into every prompt
Confidence gate — batch of 5
Category
Batched AI categorization sends up to 20 transactions in a single request. Uses your client's historical categorization data and similarity search to find the right category — every time.
Category — Demo GIF
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Class, Project & Location
The AI treats all QBO fields equally — providing suggestions for Class, Project, and Location based on historical reconciliation patterns, not just the primary category.
Class, Project & Location — Demo GIF
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Tax Rate & VAT
Suggested TaxCode and VAT rate per transaction, pre-populated in bulk approve modals. Get your taxes covered no matter where your company is incorporated.
Tax Rate & VAT — Demo GIF
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Based on Client Comments
When a client leaves a comment on a transaction — via the Client Query Tool or directly in QBO — the AI uses it to auto-categorize without any manual input from you.
Based on Client Comments — Demo GIF
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Multimodal Receipt Reading
Reconci.ai downloads QBO-attached receipts via pre-authenticated URLs, base64-encodes the image, and passes it to the AI model for visual categorization — no OCR pipeline needed.
Multimodal Receipt Reading — Demo GIF
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Learning-Loop Engine
Every historical QBO transaction automatically seeds a vendor-to-account rule. Recurring vendors bypass AI entirely on future imports — saving tokens and getting results instantly.
Learning-Loop Engine — Demo GIF
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Under the hood
For accountants who want to know exactly how AI decisions are made
01
Batch sent
Up to 20 transactions bundled in a single API call with a lean name-only prompt. No database IDs round-tripped through the model.
02
Confidence scored
Each suggestion is scored HIGH, MEDIUM, or LOW. Only HIGH results auto-commit. MEDIUM and LOW stay PENDING — never silently wrong.
03
Rules seeded
Every approved transaction writes a vendor-to-account rule. The next time that vendor appears, AI is bypassed entirely — instant and free.
Ready to automate your categorization?
Join the teams using Reconci.ai to cut categorization time by 80%.