TraceEntry

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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.