TraceEntry uses AI to categorize bank transactions in minutes instead of hours. Upload your client's CSV or Excel bank export, and our AI categorizes transactions by vendor with 95% accuracy.
Built by an accountant for accountants. We understand Chart of Accounts, GAAP categories, and real bookkeeping workflows.
Key features:
- AI categorization with 95% accuracy
- 22 industry-specific templates (restaurants, contractors, medical, retail, etc.)
- Processes by unique vendor, not transaction-by-transaction
- Supports CSV, Excel, and QuickBooks exports
- Privacy-first: data deleted after export
- No monthly fees - pay per use with credit packages
- 100 free credits for new users
Perfect for bookkeepers managing multiple clients, accountants doing monthly reconciliation, and tax preparers catching up client books.