Transaction Coding Agent
Bank lines in → suggested accounts, tax codes, and confidence → accountant Approve / Edit.
Review queue with confidence scores and a full activity log.
Transaction Coding Agent
The interactive console loads on demand. Upload your own file or edit the example input — every result comes back live from the API.
The problem
Bookkeepers spend hours categorizing bank transactions with inconsistent rules and little traceability.
How it works
Upload or paste transactions → agent drafts coding against a chart of accounts → reviewer approves, edits, or escalates → decisions land in an audit trail.
How the AI is built
Model-agnostic classification agent (OpenAI / Claude / Grok swap) with tools for CoA lookup and rule hints. Structured output: account, tax, confidence, short rationale.
Human review & control
Rows below a confidence threshold queue for review. Every action records actor, timestamp, before/after values.
Connected tools
Mock ledger adapter (Xero / QBO-shaped). Swap-ready for real OAuth later.
Stack
- LLM agents
- Next.js
- TypeScript