Banking / Smart Categorization
It sorts. You just say yes.
Bokeping learns your payees and suggests where each transaction belongs — in plain words. You confirm in a tap, and it gets smarter every time.
Suggestions in plain words
“Rent,” “Utilities,” “Fuel” — never account codes. The right accounts get posted underneath.
It learns your patterns
Correct a suggestion once and Bokeping remembers. Your regulars stop needing attention at all.
You have the last word
Nothing posts to your books until you confirm it. Suggestions are suggestions, not surprises.
Teaching it once
Correct it once, never again
The first time a new payee shows up, you pick the category. From then on Bokeping suggests it — even when the amount changes — and shows how confident it is. Regulars like rent and utilities end up as a single confirm-all tap on Monday morning.
- One correction teaches the pattern
- Confidence shown, so you know when to look closer
- Whole batches confirmed in one go
- Deposits match to open invoices by amount and customer
How it works
Open For Review
New transactions wait there with suggestions attached — payee, category, and any invoice match.
Confirm or correct
A tap accepts; a correction teaches. Batch-confirm the obvious ones together.
Posted, done
Confirmed transactions post to your books in the right place, and the review list goes back to zero.
FAQs
Fair questions
It can suggest wrong — it can’t post wrong. Every transaction waits for your confirmation, and each suggestion shows its confidence so you know which ones deserve a second look.
Yes. When a deposit lines up with an open invoice by amount and customer, Bokeping proposes the match — confirm it and the invoice is marked paid, with the deposit posted as that payment.
Split it. One deposit can divide across multiple invoices or categories, and Bokeping checks that the parts add up to the bank amount before anything posts.
Connect your bank in two minutes
Read-only, encrypted, and reversible any time. Live feeds come with Starter; on Free you upload your bank’s CSV.
More in Banking
It all posts to the same books
Bank Feeds
Connect your bank once through Plaid — read-only and encrypted — and every deposit and withdrawal arrives in Bokeping named, dated, and ready to confirm.
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Work through the statement, watch the difference shrink, and finish at $0.00 — with proof, not a shrug.
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Cash on hand, what’s coming in, what’s going out, and how many months of runway — one view, current every time you open it.
Learn moreReady to know your money?
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