Every receipt, every bank charge, every Stripe payout — tagged to the right category, automatically. Stop spending Sundays on bookkeeping.
Try SnapBooks freeAI categorizes the moment a transaction lands in your account.
Every category lines up with the IRS form so tax time is one click.
Correct it once and it remembers forever. Accuracy climbs from 85% to 95% in weeks.
'Adobe Creative Cloud' is software. 'Delta Air Lines' is travel. 'Whole Foods' is meals (or groceries — depends on your business). The model has trained on millions of merchant→category pairs.
A recurring $9.99 monthly charge is almost always a subscription. A $4,200 one-time charge is more likely equipment or a flight.
If a Costco run shows printer paper + monitor + protein bars, the AI splits the printer paper into Office Supplies, monitor into Equipment, and asks about the protein bars.
If you've tagged Starbucks as 'Client Meetings' 5 times in a row, it stops asking. You're the boss; the AI just listens.
| Task | Manual | AI auto |
|---|---|---|
| Time per transaction | 15–30 sec | <2 sec |
| 200 transactions/month | ~90 min | ~5 min review |
| Year-end catch-up | Whole weekend | 20 min |
| Accuracy | 100% if focused, ~70% when tired | ~95% after training |
| Consistency across years | Drifts | Stable |
Plus unlimited custom categories. Every one maps to a Schedule C line.
Connect a bank or scan a receipt — SnapBooks does the rest. Free 7-day trial, $15/mo flat.
Start freeIt's software that looks at every transaction — bank charges, credit-card swipes, receipt scans — and assigns it the right expense category (Meals, Travel, Software, Vehicle, etc.) without you tagging it manually. Modern AI-based categorization hits ~90% accuracy out of the box and ~95% after learning your patterns.
Three signals: (1) the merchant name ('Adobe' → Software, 'Delta' → Travel), (2) the transaction amount and pattern (recurring $9.99 → Subscription), (3) what you tagged similar transactions as before. Combined, the model picks the most likely category and lets you correct it — and learns from the correction.
Yes — at ~95% accuracy after training, it's actually more consistent than manual entry (people get tired and start lumping everything into 'Miscellaneous'). The right workflow: AI does the first pass, you review the 5% that's unclear at month-end. 90 minutes a month vs 90 minutes a day.
Yes. Once you connect a bank or upload a CSV, it categorizes the full history — usually 90 days to 2 years depending on the bank's export. Useful for catching up before tax season.
Yes. Most apps come with the standard Schedule C categories (Office, Vehicle, Meals, etc.) plus let you add custom ones — e.g. 'Client A Project', 'Conference 2026'. The AI learns the custom categories the same way as default ones.
If a single Costco run was 60% business, 40% personal, you can split it and the AI remembers. Next Costco trip it asks 'split like last time?' and one tap confirms it.
Yes. You mark each transaction as Business or Personal, and over time the model learns which merchants are usually which (Spotify = personal, Adobe = business) and pre-sorts them.