The finance copilot for your business
AI categorization
Every transaction that enters Banker is categorized with artificial intelligence and is ready to review. You confirm or correct; Banker learns the merchant and applies the correction to matching transactions.
What the AI does
An Anthropic model (Claude) reads the description and amount of each transaction and proposes a category from your chart of accounts or your personal budget. Transactions arrive in batches, so hundreds are sorted in seconds.
Each suggestion can be accepted with one tap or changed; when you change a merchant's category, Banker propagates that decision to the other transactions with the same name.
What data is sent
Only the transaction description and amount go to the model, never your bank credentials, your identity or your balances. A categorization stays marked as suggested by AI until you confirm it.
Why sorting well matters
With categories up to date, budget vs. actual, cash flow by category and provisions show real numbers, and your accountant receives transactions they can read without reclassifying.
Try it with your real numbers.Create account See pricing
Frequently asked questions
How accurate is the categorization?
The AI proposes; you decide. Each suggestion is shown as such until you confirm it, and each correction is applied to matching transactions, so accuracy improves with your own business's use.
Can I use my own categories?
Yes. In the business workspace categories come from your chart of accounts; in the personal one, from your budget, with custom categories.
Does the AI see my banking data?
No. It only receives the description and amount of each transaction. Credentials, balances and identity never leave Banker.
Does it work in Spanish?
Yes. It is built for the descriptions Costa Rican banks use, in Spanish, and works the same with English descriptions.