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Finance & compliance

Expense categorizer

Put every transaction in the right bookkeeping category, and flag what looks personal.

Categorizes bank and card transactions for the books, flags spending that looks personal, and marks the ones that need a receipt. Uncertain ones go to a person instead of a guess. Edit the categories to match your chart of accounts.

Use this judgeCustomize it

Bookkeeping support, not tax or accounting advice. Have an accountant review categories that affect your filings.

Try it live

Real calls to Jev. Pick an example or paste your own.

Examples
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No verdict yet

Pick an example or paste your own input, then run it.

Under the hood

Every question and rule, in the open. Fork it to change any of them.

What it asks

Reads transaction and business, then asks 3 questions in one call.

  1. Q1CategoryPick one

    Which bookkeeping category fits the transaction best?

    SoftwareAdvertisingTravelMealsOffice & equipmentContractorsPayrollRentUtilitiesBank & payment feesTaxesOwner's drawOther
  2. Q2Looks personalYes / no

    Does the transaction look like personal spending rather than a business expense for the business?

  3. Q3Needs a receiptYes / no

    Is the transaction over $75, or a meal or travel expense, so a receipt should be kept?

How it decides

Rules run in code, top to bottom. The first one that matches gives the verdict.

  1. 1
    If Category: confidence < 0.5Needs reviewreview
  2. 2
    If Looks personal ≥ 0.7Personal?review
  3. 3
    Otherwisethe answer to “Category”
  4. ·
    DefaultNeeds review

Call it from your code

Every template runs as-is with an API key, no setup: POST /api/v1/judges/expense-categorizer/run.

curl -X POST https://tryevally.com/api/v1/judges/expense-categorizer/run \  -H "Authorization: Bearer $EVALLY_API_KEY" \  -H "Content-Type: application/json" \  -d '{  "input": {    "transaction": "FIGMA.COM  $45.00  monthly",    "business": "Design agency"  }}'

Seen in the wild

Community builds on Jev that use this pattern. Not affiliated with Evally.

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