Results for “bank transaction categorization”

23 tools in this category · Updated 2 Nov 2026

“bank transaction categorization”FinanceShowing 23 tools

Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Booke AIby Booke AIAutomate bank-feed work inside QuickBooks Online and Xero$129+/mo
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales
Morphikby MorphikYC X25AI agents for accounts payable, billing, collections and closeFreemium
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Latchby Latch AIDesktop-trained sidekicks for recurring accounting work.Freemium
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Rogoby RogoAI platform for financial institutionsContact sales
Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact sales
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial