Expense categorization

Every card swipe and expense report becomes a small coding decision, and there are hundreds of them. A charge lands from Ramp or Brex, a report comes in through Expensify, and someone has to decide which general-ledger account, department, and project it belongs to. Most of these are obvious, but obvious still takes a click, and the volume means a finance person spends real hours a week on choices a policy could almost make on its own. The receipts that are missing or ambiguous pile up as follow-ups nobody has time to chase. By the time everything is coded, the same person has answered the same questions dozens of times, and month-end is already pressing.

You describe the outcome in plain language, and Ceven builds a workflow that pulls charges from Ramp and Brex and reports from Expensify, reads the merchant, memo, amount, and attached receipt with an AI step, and proposes a category, department, and project for each one based on your chart of accounts and how similar spend was coded before. It groups the clear-cut charges and drafts them straight into QuickBooks or NetSuite, and it isolates the ambiguous ones for a person. When a receipt is missing or a memo is blank, the workflow can ping the cardholder in Slack for the detail instead of leaving it in limbo. The accounting system stays the ledger of record, because Ceven runs around your existing tools rather than replacing them.

Nothing reaches the books until a person confirms it. The clear-cut batch and the flagged exceptions arrive for review, and a finance approver can accept the whole batch, recode any line, or bounce a charge back for a receipt, often with a single tap from Slack. Once approved, the workflow writes the coded expenses through the accounting system's supported path and records each one in the audit trail, so there is an exportable account of how every charge was categorized and who approved it. Policy questions get answered once and applied consistently rather than re-litigated per charge.

You can start free with no credit card. Connect Ramp, Brex, Expensify, QuickBooks, NetSuite, and Slack, describe how you want spend categorized, and Ceven builds the workflow across its library of more than a thousand tools. Because it codes around your ledger rather than becoming one, your chart of accounts and your books stay exactly where they are. Your policy is applied the same way every time, which is the part a person should not have to repeat by hand.