Business
AI-Powered Solutions
for Every Business
From retail to consulting, HelloCategorize transforms how businesses handle transaction categorization across all industries
Retail & E-commerce
Handle complex transaction volumes from multiple sales channels, inventory purchases, and customer refunds with precision.
Common Challanges
- Multi-channel sales categorization
- Inventory vs. expense confusion
- Seasonal transaction spikes
- Return and refund processing
HelloCategorize Solutions:
- Auto-detect sales vs. inventoryions
- Handle 10,000+ transactions in minutes
- Smart refund and return categorization
- Multi-location expense tracking
Restaurants & Food
Streamline food costs, supplier payments, and operational expenses with industry-specific categorization rules.
Common Challanges
- Multi-channel sales categorization
- Supplier payment categorization
- Daily cash management
- Equipment vs. supply classification
HelloCategorize Solutions:
- Food cost tracking and COGS allocation
- Automatic supplier recognition
- Equipment depreciation categorization
- Labor cost separation
Professional Services
Optimize client billing, project expenses, and overhead allocation for consulting, legal, and professional firms.
Common Challanges
- Client expense allocation
- Project cost tracking
- Billable vs. non-billable classification
- Professional development expenses
HelloCategorize Solutions:
- Client-specific expense tracking
- Project code integration
- Professional service categorization
- Billable hour expense allocation
Real Estate
Manage property expenses, commission tracking, and investment categorization for real estate professionals and investors.
Common Challenges
- Property-specific expense allocation
- Commission vs. fee categorization
- improvement classification
- Investment property tracking
HelloCategorize Solutions:
- Property-wise expense segregation
- Automatic commission calculation
- CapEx vs. OpEx classification
- Rental income categorization
Manufacturing
Efficiently categorize raw materials, production costs, and operational expenses with manufacturing-focused AI rules.
Common Challanges
- Material vs. labor cost separation
- Production vs. overhead allocation
- Equipment maintenance tracking
- Quality control expense categorization
HelloCategorize Solutions:
- COGS vs. operating expense
- Supplier-based material categorization
- Equipment depreciation tracking
- Production overhead allocation
Technology & SaaS
Handle subscription revenues, development costs, and cloud infrastructure expenses with tech-industry precision.
Common Challanges
- Subscription revenue recognition
- Development vs. operational costs
- Cloud infrastructure categorization
- Software license tracking
HelloCategorize Solutions:
- MRR and subscription tracking
- R&D expense categorization
- Cloud cost optimization insights
- License vs. service classification
Universal Benefits Across All Industries
No matter your business type, HelloCategorize delivers consistent value and efficiency improvements
15+ Hours Saved Weekly
Automate the most time-consuming part of bookkeeping. Our AI processes transactions 50x faster than manual categorization, giving you back valuable time for strategic business activities.
90% Categorization Accuracy
Advanced machine learning ensures precision categorization that learns from your business patterns. Reduce errors by 70% compared to manual processes.
Scalable Growth Support
Handle transaction volume growth effortlessly. From 100 to 100,000 transactions monthly, our AI scales with your business without additional complexity.
ROI Within 30 Days
Most businesses see immediate cost savings through reduced manual work and improved accuracy. Calculate potential savings of $2,400+ monthly for typical users.
Enterprise-Grade Security
SOC 2 Type II compliant with bank-level encryption. Your financial data remains secure while being processed by our AI systems.
Seamless Integration
Connect with 12,000+ banks, QuickBooks, Xero, and Excel. No disruption to your existing workflow – just enhanced efficiency and accuracy.
Built Specifically for
CPA Firms & Bookkeepers
Every feature designed to solve real categorization challenges faced by accounting professionals
01
Upload Your Data
Simply upload PDF bank statements, CSV files, or connect directly to bank feeds. Our system handles all major file formats and extracts transaction data automatically.
02
AI Categorizes Everything
Our advanced AI engine analyzes each transaction using industry-specific rules, historical patterns, and machine learning to categorize with 90% accuracy.
03
Export to Your Software
- Quick Books Online
- XERO
- Import into Quick Books Accountant version