Industry Templates
Start categorizing transactions in seconds with 12 pre-built category groups. Each template includes tax line mapping tailored to your industry.
Try for one weekWhy Use Industry Templates
Pre-Built Categories
Each template includes the categories most relevant to your industry — no need to build from scratch. Select a template and start categorizing immediately.
Tax Line Mapping
Categories are mapped to the correct tax lines for your industry. Transactions flow directly to the right line items when you export to QuickBooks or Xero.
Fully Customizable
Start from a template, then add, remove, or rename categories to match your workflow. Save custom groups and reuse them across clients.
12 Industry Templates Available
Accounting & Bookkeeping
Construction & Trades
E-Commerce & Retail
Food & Beverage
Healthcare & Medical
Legal Services
Professional Services
Real Estate
Restaurants & Hospitality
SaaS & Technology
Transportation & Logistics
General Business
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Unlimited conversions for $79/month. No per-page fees, no volume limits.
View pricingReady to Categorize Like a Pro?
Pick an industry template and start categorizing in seconds. All templates included for $79/month.
Try for one week