Watch: Auto-Categorize Transactions

Explore DebtBook's Auto-Categorization feature in our 2-minute Feature Flash!

Categorizing bank transactions is a time-consuming, manual task for treasury teams—sifting through entries and assigning the right categories takes up valuable time and leaves room for error. DebtBook’s Auto-Categorization feature automates this process, reducing workload and improving accuracy.

In this short video, see how you can use DebtBook to:

• Create custom categories, like Capital Improvement Projects or specific tax revenue types, to organize transactions.

• Set rules to automatically categorize transactions based on descriptions, ensuring consistency and accuracy.

• Review and refine categorizations, resolving any conflicts and updating rules as needed.

• Easily re-run categorization rules as new transaction data comes in, simplifying daily cash flow analysis.

Watch below to see how DebtBook's Cash Management software solution can help treasury teams reach informed cash decisions, faster.