Automatically categorise transactions
Pro
Re-categorising the same expense every month gets old, fast. Thatβs where Autocat comes in. It learns your patterns, applies them for you, and leaves you to just double-check instead of doing all the grunt work.
How Autocat makes bookkeeping easier
- Consistency matters: Rent should always be Rent, not βOfficeβ one month and βOverheadsβ the next.
- Automation speeds up work: routine expenses and income get sorted for you.
- But youβre still the boss: Autocat suggests, you approve. Final accuracy is always your responsibility.
Inconsistent categories = unreliable reports.
Reliable reports = better business decisions (and less stress at tax time).
How Autocat works in stub
- Autocat suggests categories based on the supplier name, description, and your past edits.
- The Autocat Reviewer shows you suggestions so you can approve or fix them.
- Over time, stub βlearnsβ your rules and applies them automatically.
For example, rent is R10,000 every month. Autocat spots the pattern and tags it as Rent automatically, no clicks wasted.
Tips for getting the most from Autocat
- Correct mistakes quickly so Autocat learns the right rules.
- Use consistent supplier names (e.g. always βStandard Bankβ instead of mixing βStd Bankβ and βSBankβ).
- Bulk-edit recurring items like subscriptions.
- Always review. Automation β perfection.
With Autocat, categorising transactions goes from a chore to a quick review. Less clicking, more accuracy, more time for running your business.