Define rules based on payee name, amount, or account. Proleja assigns the right GL category automatically. For anything the rules don't cover, AI categorisation suggests a category based on what it's seen before. Payee names from bank imports get cleaned up too (no more "MPESA 2547XXXXXXXX 2145").
Smart rules engine: define conditions (payee name, amount range, account) and actions (categorise, remap GL, tag)
AI-powered categorisation: suggests categories for transactions it hasn't seen before
Payee normalisation: automatically cleans up messy payee names from bank imports
Rule preview: test a rule against your transactions before applying it
Bulk apply: run all rules across all your transactions in one click
Priority and ordering: rules run in the sequence you define
'Stop processing' option when a match is found
Category-to-GL mapping: when a transaction is categorised, the right GL account is assigned automatically
Set conditions based on payee name, amount range, or account. Then set the action: assign a category, remap the GL account, or tag the transaction. Preview the rule against existing transactions before saving.
For transactions that don't match any rule, Proleja's AI suggests a category based on similar transactions it's seen. Review and approve, or ignore and the transaction stays uncategorised.
Run all rules across all transactions in one click. New imports are categorised automatically on entry. Your GL accounts are always assigned correctly, so reports are always accurate.
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