Transactions
AI bookkeeping agent + categorization
Categorized
11
auto
Flagged
3
need review
Uncategorized
2
Bookkeeping agent activity
Live actions from the last sync
Categorized 'Home Depot $214.18' → Job Materials (98% confidence)
Flagged possible duplicate vendor charge: Granite IT Services $2,200 (twice in 3 days)
Categorized 'Metro Utilities autopay' → Rent & Facilities
Flagged out-of-pattern wire transfer of $7,400 for review
Matched Stripe payout to invoice INV-2400 (Northwind Traders)
All transactions
| Date | Description | Category | Confidence | Amount | Status |
|---|---|---|---|---|---|
| Jun 14 | Home Depot — job materials TX-9000 | Job Materials | 92% | −$214.18 | Categorized |
| Jun 14 | Gusto payroll run TX-9001 | Payroll & Benefits | 93% | −$28,940.00 | Categorized |
| Jun 13 | Stripe payout — Northwind TX-9002 | Sales Revenue | 96% | +$18,420.00 | Categorized |
| Jun 12 | AWS — May usage TX-9003 | Software & SaaS | 96% | −$1,284.55 | Categorized |
| Jun 11 | Shell fuel #4471 TX-9004 | Vehicle & Fuel | 99% | −$86.40 | Categorized |
| Jun 10 | Pacific Supply invoice 9920 TX-9005 | Cost of Goods Sold | 92% | −$4,310.00 | Categorized |
| Jun 10 | ACH credit — Apex Logistics TX-9006 | Sales Revenue | 96% | +$9,650.00 | Categorized |
| Jun 09 | Granite IT Services — retainer TX-9007 | Software & SaaS | 50% | −$2,200.00 | Flagged |
| Jun 08 | Unknown vendor — POS 88231 TX-9008 | Uncategorized | 34% | −$612.00 | Uncategorized |
| Jun 07 | Metro Utilities autopay TX-9009 | Rent & Facilities | 94% | −$487.22 | Categorized |
| Jun 06 | Duplicate? Granite IT Services TX-9010 | Software & SaaS | 54% | −$2,200.00 | Flagged |
| Jun 06 | Office Depot — supplies TX-9011 | Office Supplies | 93% | −$143.90 | Categorized |
| Jun 05 | Wire transfer — out of pattern TX-9012 | Uncategorized | 49% | −$7,400.00 | Flagged |
| Jun 04 | Square deposit — retail TX-9013 | Sales Revenue | 94% | +$3,120.50 | Categorized |
| Jun 03 | Adobe Creative Cloud TX-9014 | Uncategorized | 26% | −$89.99 | Uncategorized |
| Jun 02 | ClearSpan Insurance premium TX-9015 | Insurance | 98% | −$1,640.00 | Categorized |