Automation · Finance
Bank statement → categorise → bookkeeping
This automation runs statement uploaded, then categorise transactions, then review uncertain ones, then post to accounts. The result: bookkeeping hours each month.
Set this up for me- Steps
- 4
- Built with
- Custom
- Typical setup
- 1–2 wks
- Runs
- 24/7
How does this automation work?
Step 1 · Trigger
Statement uploaded
Step 2 · System action
Categorise transactions
Step 3 · Human
Review uncertain ones
Step 4 · System action
Post to accounts
What is it worth to you?
Hours saved per year
312
Staff time value
AED 18,720
Your inputs × 52 weeks. Before running costs; see the automation ROI calculator for payback.
Frequently asked questions
What does the “Bank statement → categorise → bookkeeping” automation do?
Statement uploaded → Categorise transactions → Review uncertain ones → Post to accounts. Result: bookkeeping hours each month.
Which tool is it built with?
Custom code. We can also build it in n8n, Make or custom code to match the tools you already pay for.
How long does it take to set up?
Most single automations go live within one to two weeks, including testing with your real data.
What if a step fails?
Every automation has error alerts and retries, and failed items wait in a queue for a person to review.
What starts the “Bank statement → categorise → bookkeeping” automation?
It runs when this happens: statement uploaded. No one has to remember to start it.
How much time does it save?
Bookkeeping hours each month. The exact saving depends on your volume; the automation ROI calculator gives an estimate for your numbers.
Which team benefits most from it?
Finance teams, because it removes repetitive finance admin and makes sure nothing is missed.
What access do you need to set it up?
Admin or API access to each app in the flow, ideally through a dedicated integration user with only the permissions the automation needs.
Can it be combined with an AI agent?
Yes. An AI agent can handle the free-form part — reading a message or document — and hand structured data to this automation.
What does it cost?
A one-off setup fee plus any platform subscription. We quote after reviewing your apps and volumes, and simple automations are often included in monthly plans.
Related automations
AI agents that pair with it
- AI agentPayment Reminder AgentSends polite, escalating reminders for unpaid invoices with a payment link, and stops the moment they pay.
- AI agentExpense Audit AgentChecks expense claims against policy, spots duplicates and odd amounts, and prepares them for approval.
- AI agentVAT Records AssistantKeeps sales and purchase records tidy and complete for your accountant each VAT period. Your accountant still files.
Ready when you are.
Tell us what you need. An engineer replies within one working day.