Business
More intelligent tracking of expenses. Automated insights. Complete Command
Processing large volumes of financial transactions is a standard aspect of business operations.
Tailored Solutions for Every Industry
Use AI to unlock insights, automate tasks, and track your finances in real time. HelloCategorize works with your unique business workflow
E-commerce and retail
Issue:
- Reconciliation is time-consuming and prone to errors due to high volume transactions across platforms.
Solution:
- Even at scale, automatically classify sales, inventory, and returns in minutes with AI-powered expense tracking.
Food & Restaurants
Issue:
- It's challenging to map and manage the cost of goods sold and daily supplier payments.
Solution:
- Simplify expense management with AI-powered categorization that helps track purchases, supplier payments, and recurring costs with ease.
Expert Services
Issue:
- Inaccurate client billing results from the frequent blurring of billable and non-billable expenses
Solution:
- Automate data entry and document handling to simplify invoicing and reduce billing errors.
Real estate
Issue:
- Manually managing property expenses, commissions, and capital expenditures is ineffective and prone to mistakes.
Solution:
- Eliminate manual processes and speed up financial documentation with AI-powered automation.
Production
Issue:
- It can be difficult to allocate complex production costs like labor, materials, and equipment in a clean manner.
Solution:
- Improve operational efficiency by automating repetitive financial inputs and reducing paperwork delays.
Benefits That Apply to All Industries
HelloCategorize streamlines automated financial reporting to maximize efficiency, offering smooth business expense management and intelligent transaction processing, no matter your industry is.
Bank-level encryption and Enterprise-Grade Security
SOC 2 Type II compliance guarantee the safety and compliance of your automated financial reporting.
Weekly Savings of Over 15 Hours
Automate the bookkeeping process that takes the longest. Compared to manual categorization, our AI processes transactions 50 times faster.
90% Classification Precision
AI-powered transaction data enrichment reduces errors by up to 90% through precise categorization that learns from your business patterns.
Support for Scalable Growth
Our platform adapts to your needs, enabling seamless business expense management without extra complexity, whether you’re handling 100 or 100,000 transactions per month.
Return on Investment Within one month
Reduce expenses with AI-powered expense tracking, increased accuracy, and automation.
Smooth Integration
Connect to Xero, QuickBooks, and more than 12,000 financial institutions. Experience more secure and efficient business expense management without any hassles.
How it Works (3-Step Process)
Follow steps sequentially, reach a consistent final result.
Upload Your Bank Statement
Easily import your PDF,CSV, or Excel bank statements. Our AI engine immediately begins processing.
Automatic Data Extraction & Categorization
Each extraction is automatically enriched by identifying missing payees and assigning account categories using smart financial data enrichment techniques.
Review, Approve, or Automate
Use customizable rules to automate recurring entries. Review flagged transactions with built-in filters and client collaboration tools.