How the Setup Works
We've broken down the onboarding into four clear stages. Each one builds on the last, so by the time you're done, the system understands your business structure and can start categorizing expenses automatically. You can pause at any point and pick up where you left off. Most teams complete all four steps in one sitting, but there's no rush if you need to verify details with accounting first.
Account Connection
Link your bank accounts, credit cards, and payment systems. We support over 12,000 financial institutions and use bank-level encryption for all connections. You'll see real-time transaction feeds within seconds of linking.
Category Mapping
Define your expense categories and subcategories. Import your existing chart of accounts or use our templates. The AI learns from your structure and suggests mappings for common transaction types based on merchant data.
Rule Configuration
Set up automatic categorization rules. The system suggests rules based on your transaction history, and you can adjust confidence thresholds to control how aggressive the automation should be. Review flagged items before they're finalized.
Validation Review
Run through a sample batch of historical transactions to see how the AI performs. Make corrections where needed, and the system refines its model based on your feedback. You're training it to match your specific categorization logic.
Choose Your Setup Approach
Express Setup
- Takes approximately 15 minutes to complete basic configuration
- Uses industry-standard category templates that work for most businesses
- Automatic rule generation based on common merchant patterns
- 95% confidence threshold for automated categorization
- Daily review queues for flagged transactions requiring manual review
- Best for straightforward expense structures without complex allocations
Custom Setup
- Full 30-minute guided configuration with detailed options
- Import your existing chart of accounts and category structures
- Define custom rules with multiple conditions and exception handling
- Adjustable confidence thresholds from 80% to 99% per category
- Split transaction rules for expenses crossing multiple categories
- Department and project code assignment based on merchant and amount
- Historical transaction analysis to train the model on your patterns
Real Results from Recent Onboarding
Henrik Voss
Finance Director, Textile Manufacturing
Setup was more straightforward than expected. We imported our existing categories, and the system started categorizing transactions right away. First month we caught three duplicate vendor payments the old manual process had missed.
Siobhan MacLeod
Operations Manager, Consulting Firm
The guided setup helped us configure department allocations properly from day one. We process around 800 transactions monthly, and the AI now handles about 92% without human intervention. Monthly close went from five days to two.