Auto-classification
Auto-classification takes the customer’s data and compares it to historical records. Then it’s classified based on their financial history.
What this service does
Auto-classification simplifies the classification process. It removes manual data entry and reduces errors through automation. Helping customers save time categorising transactions and documents. It predicts how to classify data based on previous classifications. It can then classify anything from expense type to general ledger codes.
Save bookkeeper time
We remove manual data entry from the workflow entirely.
Reduce errors
With data extraction automated, customers see fewer errors in their accounting systems.
Use cases
Auto-classification can compare expenses like utilities, payroll or office supplies.
As well as more complex categories like general ledger codes, employees or locations.
General ledger classification
Customers across small and medium businesses are benefitting by automating general ledger classification. With Sage Ai, they can maintain accurate financial records and simplify their workflow.
Income tax self assessment (ITSA)
Sage Accounting customers are able to streamline tax reporting using Auto-classification. A transaction tax category now only needs a quick check that we’ve applied the right category. Then they can submit their self assessment.
Carbon footprint calculations
We’ve revolutionised transaction categorisation for Sage Earth customers calculating their carbon footprint. Manual categorisation is now a thing of the past. So customers can get audit-ready emissions reports quicker and more easily.
Register your interest
If you’re ready to use Auto-classification, or you have a new use for our service, then we’d love to hear from you. Register your interest by completing the form.