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, with 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%.