Category Customization

Ability to create and customize categories.

‍

Now, it is possible to create your own categories and, with these, more effectively categorize your company's bank movements.

Our Machine Learning system, after some time, starts to automatically categorize movements taking into account your categories. All of these are also used in the Cashflow functionality.

In addition, in category management, you can do the following:

- Create, edit, and delete categories;

- Define an icon and a color;

- Select the type: revenue, expense, or neutral;

- Replicate categories to other companies.

‍

Available in all geographies.

‍You can try this feature here.