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AI-powered accounting categorisation

Using millions of source transactions, we have created an accounting categorisation API that turns raw source data into accounting and tax information.

This API works by passing it text, a document, or image - it then instantly returns accounting and tax metadata.

A powerful and flexible model

Live today, the API accepts text input and returns the account code. Our API roadmap extends this for the following example accounting and tax metadata:

  • Account code
  • HMRC SA form box number
  • VAT rate
  • VAT amount
  • Customer
  • Supplier
AI account code demo

Proof in motion

Available now, our API powers the experience of thousands of Clear Books customers.

API in action

Clear Books accounting software uses the API to suggest account codes when entering bills and coding automated bank feeds.

The most likely account code is selected first, and up to four other account codes are suggested by the API.

Users can code their bank statements, and capture their bills faster and more accurately than by entering manually.

Used by thousands of businesses

Thousands of Clear Books users save countless hours each month.

Example API request

Straight forward REST API. Simple request parameters will allow you to get the accounting categories for any input string.

For full API specifications, contact sales below.

Example of request
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Insights from our blog

Read more about our AI-powered capabilities on our blog:

Get started today

Ready to build the future of digital finance? Reach out to our sales team and we’ll be in touch.

Clear Books is proudly registered with the Financial Conduct Authority as an Account Information Services Provider (register no. 843585).