Add classified bank transactions to expenses table hourly
Add classified bank transactions to expenses table hourly
Your bank transactions arrive uncategorized, forcing manual sorting and delaying bookkeeping. It writes categorized expense rows so finance and property managers can reconcile same day.
Overview
Uncategorized bank transactions force manual work and slow reconciliation for your finance and property teams. This workflow classifies and logs transactions hourly into an expenses table so teams can reconcile and prepare tax records the same day.