Accounting on Autopilot
Stop categorizing transactions manually. Build sophisticated WHEN-IF-THEN rules and achieve 95%+ auto-categorization.
Active Rule
WHEN
New Transaction
IF
Source = "Coinbase"
THEN
Label as "Exchange Deposit"
Matches 1,245
Saved Time 42h
95% Auto-categorization rate
10k+ Rules executed daily
0s Latency (Real-time)
The Logic of Automation
Built for complexity, designed for simplicity.
Triggers
Automation starts instantly when:
- New transaction arrives
- Daily schedule runs
- Threshold reached
→
Conditions
Filter precisely using:
- Wallet / Exchange source
- Transaction amount
- Token type / Contract
→
Actions
Automatically execute:
- Categorize transaction
- Apply custom tags
- Flag for review
Built for Every Crypto Use Case
Treasury Management
Auto-categorize stablecoin yields, rebalancing transfers, and payroll disbursements across 100+ wallets.
NFT Marketplaces
Separate primary sales from secondary royalties automatically based on contract interaction types.
Mining Operations
Tag mining rewards by pool and equipment ID based on inbound address patterns.
Common Automation Patterns
Start with these pre-built templates or create your own.
Exchange Deposits
WHEN New Transaction
IF Integration is "Coinbase" AND Type is "Deposit"
THEN Set Category to "Transfer In"
Gas Fees
WHEN Transaction Fee
IF Chain is "Ethereum" AND Amount < 0.1 ETH
THEN Set Category to "Network Fee"
DeFi Yield
WHEN Smart Contract
IF Protocol is "Aave" AND Type is "Claim"
THEN Set Category to "Staking Reward"