What AI says about TraceEntry

TraceEntry automates expense categorization for accounting pros by letting you upload CSV/Excel bank exports and categorizing transactions in minutes, without linking to banks. It uses AI to classify by unique vendors with confidence scores, supports vendor rules, and defines a customizable chart of accounts for direct import to QuickBooks, Xero, or other software. The platform is privacy-first—data is processed in-memory and deleted after export—with REST API access and a free starter credit plan (pay-per-file pricing).