Prefer a walkthrough? Book a free 15-minute demo with our product specialist.
.svg){kind=small}
AI Grouping
Smart Classification for Your Documents with Advanced AI
Transform your document management with intelligent AI grouping. Automatically classify invoices, receipts, and transactions through bank excel files, bank statements, and smart description analysis.
Key Features
Powerful automation features to streamline your accounting workflow
Bank Excel Processing
Upload and process bank excel files with intelligent transaction categorization. Our AI recognizes patterns in transaction descriptions, amounts, and dates to automatically group similar entries for faster reconciliation.
Bank Statement Analysis
Process bank statements in PDF or scanned format with OCR technology. Extract transaction data and group them by vendor, category, or custom rules with high accuracy.
Description-Based Grouping
Advanced NLP algorithms analyze transaction descriptions to identify similar expenses, payments, and receipts. Create smart groups based on content meaning, not just exact matches.
Custom Rule Engine
Create custom grouping rules based on amount patterns, vendor names, or transaction types. Set up automated workflows that match your specific business requirements.
Machine Learning Feedback
The system learns from your corrections and approvals, becoming more accurate over time. Train the AI to understand your business-specific categorization preferences.
Seamless Integration with Your Favorite Tools
Connect with popular accounting software and business tools
All product names, logos, and brands are property of their respective owners. Tally, Vyapar, Munim, Busy, Marg ERP, and Zoho Books are registered trademarks of their respective companies. All company, product and service names used in this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.
Trusted by the Smartest Businesses
Join our family of over 5000+ businesses that use Taxlink to simplify their workflows
"AI grouping has revolutionized our expense management. What used to take hours of manual sorting now happens in minutes with incredible accuracy!"
"The bank statement processing feature is outstanding. It saves us 4-5 hours daily on client reconciliations and the accuracy keeps improving."