Transaction Description Classification
from CSV
Upload bank exports or card transaction CSV files and let AI turn noisy descriptions into usable finance categories.
How to automate classify transaction descriptions from csv with ai in seconds
Transaction exports are full of abbreviations, bank formatting, and inconsistent merchant strings that make manual categorization slow and error-prone. CSV Analyst reads every transaction description, identifies the likely vendor and expense type, and outputs a structured ledger that finance and operations teams can actually analyze.
What your CSV looks like after enrichment
The AI reads each row and appends the columns you need without formulas or scripts.
1. Original CSV
| Transaction Description (Raw) |
|---|
| "SQ *LUNA CAFE AUSTIN TX 05/14 CARD 4452" |
| "AWS EMEA 899-123-4567 SEATTLE WA" |
| "UBER *TRIP HELP.UBER.COM" |
2. Enriched CSV
| Transaction Description (Raw) | AI: Vendor | AI: Expense Type | AI: Category |
|---|---|---|---|
| "SQ *LUNA CAFE AUSTIN TX 05/14 CARD 4452" | Luna Cafe |
Meal |
Travel & Meals |
| "AWS EMEA 899-123-4567 SEATTLE WA" | Amazon AWS |
Software / Infra |
Cloud Infrastructure |
| "UBER *TRIP HELP.UBER.COM" | Uber |
Transport |
Ground Travel |
Features and data the AI can extract
- VendorLikely merchant or platform extracted from the transaction string
- Expense TypeMeal, software, travel, ads, office, and more
- Accounting CategoryStructured output ready for reporting
- Confidence FlagHighlights transactions that may need review
Transform thousands of rows in minutes.
Upload your CSV and let AI do the tedious row-by-row analysis. No sign-up required.
Try the live demo - freeFrequently Asked Questions about Classify Transaction Descriptions from CSV with AI
What file formats are supported?
We support CSV, TSV, and XLSX (Excel) files. The system automatically detects encoding and headers.
Do I need to know how to code?
Not at all. You simply describe what you want to extract or categorize in plain English, and the AI handles the rest.