Any bank CSV
Drop a statement in, map Date, Description, Debit and Credit. We guess the layout; you confirm it.
For UK bookkeepers
Bank lines in. Books you can send a client.
Categoreyes turns a messy statement into a categorised ledger against your chart of accounts — then a reports pack, not a spreadsheet graveyard. Subscribe to Books for the workspace. Use the API when you are wiring it into software.
Checkout is not live yet. Register interest for the founding rate — existing accounts can still sign in.
What you get
Built for the extract you already export.
Your chart, not ours
Canonical categories resolve to each practice’s own nominal codes and VAT rates. No universal code list.
Match, then AI
Known merchants snap in instantly. Leftovers go through a guided Ask AI pass with the rationale in view.
Reports a client can read
P&L, cash, VAT 100, drawings, HMRC, exceptions, compare, monthly and forecast — plus a ledger CSV.
Stays on the machine
The CSV is categorised in the browser. Only description and amount go to the API. Sort code and account number never leave the device.
API when you need it
The same matching engine is available as a keyed API for practice software and in-house tools.
How it works
Three passes. Then you are done.
Map the extract
Point columns at date, narrative and amounts. BoS and generic layouts are detected for you.
Watch it categorise
Merchants, aliases and rules fire first. Anything unknown is queued for AI, not dumped into miscellaneous.
Review, then report
Drag a line onto another heading, check VAT, then download the pack you would actually send.
Books
The workspace you subscribe to
CSV wizard, chart mapping, AI leftovers, drag-to-recode review, and the client reports pack. Separate product, own pricing — not a thin wrapper on the developer API.
- P&L, cash, VAT 100, drawings, HMRC, forecast
- Your nominals and VAT rates
- Ledger CSV and Excel workbooks
API
The same engine, in your software
Issue a key, map categories to your chart, and categorise batches from practice tools or a custom app. Dashboard for keys, usage and AI review.
- Deterministic merchants and rules first
- Optional AI suggestions
- Live usage and mapping required states
Pricing
Founding rate when checkout opens.
Books workspace
Subscription per practice. Founding customers lock in the opening price. Billing is the next ship — this page is ready for it.
API organisation
Keyed access with usage you can see. Same matching catalogue as Books. Plan limits land with the subscription gate.