Bank transactions categorised with confidence scores
Manually categorising bank transactions is the most tedious part of bookkeeping. Claude Code builds a Node.js tool that reads your bank CSV exports, uses AI to understand what each transaction is, and maps it to a category from your chart of accounts. Every categorisation includes a confidence score. Items below your confidence threshold are flagged for manual review. Important: AI categorisation is typically 80-85% accurate on first pass — this tool saves time but always needs a human review step.
Target audience: Bookkeepers, accountants, and business owners who process bank reconciliations
Claude Code creates a Node.js project with csv-parse, csv-stringify, and Claude API SDK
via Claude Code
You provide your chart of accounts and a sample bank CSV
via Claude Code
Claude builds a CLI that reads bank CSVs and categorises each transaction
via Claude Code
Each transaction gets a category and a confidence score (high/medium/low)
via Claude Code
Output is a new CSV with categories, confidence scores, and review flags
via Claude Code
Enter your email to see all steps
This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Open Claude Code in your terminal
Run claude in your project directory
Copy and paste this prompt
Claude builds the entire project for you
It will scaffold files, install dependencies, and wire up the full workflow
Upgrade to copy this prompt
This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Manually categorising hundreds of bank transactions each month is painful and error-prone
AI reads your bank exports and categorises transactions with confidence scores — humans review the uncertain ones
Reduce categorisation time significantly while maintaining accuracy through human review
Unlock with Automate Pro
This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Reads bank exports from any major bank
Maps transactions to your chart of accounts with ~80-85% accuracy
Every categorisation gets a high/medium/low confidence score
Items below your confidence threshold are flagged for human review
Unlock with Automate Pro
This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Unlock with Automate Pro
This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Verify your email once to access all free workflows.
We'll never spam you. One-time verification only.
