Automatically categorise transactions

Pro
  This is available on the Growing Business or Established Entrepreneur plans

Re-categorising the same expense every month gets old, fast. That’s where Autocat comes in. It learns your patterns, applies them for you, and leaves you to just double-check instead of doing all the grunt work.

How Autocat makes bookkeeping easier

  • Consistency matters: Rent should always be Rent, not “Office” one month and “Overheads” the next.
  • Automation speeds up work: routine expenses and income get sorted for you.
  • But you’re still the boss: Autocat suggests, you approve. Final accuracy is always your responsibility.

Inconsistent categories = unreliable reports.

Reliable reports = better business decisions (and less stress at tax time).

How Autocat works in stub

  • Autocat suggests categories based on the supplier name, description, and your past edits.
  • The Autocat Reviewer shows you suggestions so you can approve or fix them.
  • Over time, stub “learns” your rules and applies them automatically.
For example, rent is R10,000 every month. Autocat spots the pattern and tags it as Rent automatically, no clicks wasted.

Tips for getting the most from Autocat

  • Correct mistakes quickly so Autocat learns the right rules.
  • Use consistent supplier names (e.g. always “Standard Bank” instead of mixing “Std Bank” and “SBank”).
  • Bulk-edit recurring items like subscriptions.
  • Always review. Automation ≠ perfection.

With Autocat, categorising transactions goes from a chore to a quick review. Less clicking, more accuracy, more time for running your business.