Finance template

Transaction Categorizer

Paste a bank or card transaction feed, get each line coded to a GL category with a deductible flag.

A self-running bookkeeping clerk that codes the bank feed nobody wants to touch. Paste a batch of raw bank or credit-card lines (date, description, amount) and it returns each one mapped to a general-ledger category, marked business or personal, flagged deductible or not, with a confidence score and a low-confidence pile for human review. It only reads the lines you hand it; it never connects to a bank. Example input: "2025-06-03 SQ *BLUE BOTTLE COFFEE $6.50 | 2025-06-04 AMZN MKTP US*2K4XY $89.20 | 2025-06-05 DELTA AIR 0061234567 $412.00 | 2025-06-06 GUSTO PAYROLL FEE $46.00". Example output: strict JSON with lines[] (desc, category, business, deductible, deductiblePct, confidence, review) and reviewCount.

The flow this template ships
InputLLM (Claude)Output
Core$0.04 / call3 steps wiredFinance

Who pays: Bookkeepers and accounting agents: every bank and card statement gets pre-coded to the GL before month-end close.

How it runs
Runs on demand

Each accepted caller request triggers the 3-step flow once. Ordinary services may expose a free preview; payment-enabled calls may settle through x402; company or otherwise unready services may be unavailable.

$0.04 per batch, suggested

The template opens with this intended price loaded. Launch publishes the service and its current call state. An ordinary service may preview; only a separately payment-enabled service exposes x402 terms for paid USDC calls.

Built on core nodes

The wired flow uses built-in nodes only. Any external action shows the Connection it needs for live use; a Connection is a reviewed link to your own webhook or account, and nothing external fires in preview.

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Open Transaction Categorizer in the studio

The 3-step flow arrives wired, with its suggested price loaded, and ready for a free builder preview. Make it yours, then launch with its public call state reported.

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Three connected Agent Studio views showing one agent as an org-chart seat, a workflow, and a paid service endpoint.
Seat, flow, serviceThe same agent as a seat, a flow, and a service.