Rules Engine
Create automated categorization rules that apply to matching transactions instantly. Let Zera AI learn from your corrections and suggest new rules automatically.
Try for one weekRules Engine Features
Auto-Apply Rules
Define conditions based on description, amount, or vendor — matching transactions are categorized automatically. Set priority order so the most specific rules apply first.
Split Transactions
Split a single transaction across multiple categories by dollar amount or percentage. Perfect for mixed-purpose expenses that span multiple accounts.
AI-Suggested Rules
Zera AI learns from your manual corrections and suggests new rules. One-click to create a rule from any suggestion, with match previews showing affected transactions.
Related Resources
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Auto-categorize transactions with AI trained on 3.2M+ real transactions for 99.6% accuracy.
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Pre-built categorization templates tailored for specific industries and business types.
Learn moreBank Statement Converter
Convert any bank statement PDF to Excel, CSV, or QBO with 99.6% accuracy.
Learn moreMonth-End Close
Accelerate month-end close with automated categorization and rules-based workflows.
Learn morePricing
Unlimited conversions for $79/month. No per-page fees, no volume limits.
View pricingReady to Automate Transaction Categorization?
Create rules once, apply them forever. Let Zera AI suggest new patterns from your corrections for $79/month.
Try for one week