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AI-Powered Categorization

Leverage artificial intelligence to automatically categorize transactions with high accuracy and learn from your patterns.

•1 min read

What it is

AI-Powered Categorization uses machine learning to automatically categorize your transactions with high accuracy. The system learns from your past categorization decisions and spending patterns to get smarter over time.

Why it matters

Manual categorization is tedious and time-consuming. With AI-powered categorization, your transactions are automatically sorted correctly, saving you time and ensuring consistency in your financial tracking.

How it works

  1. Machine Learning: Our AI analyzes transaction details including:

    • Merchant names
    • Transaction descriptions
    • Amounts
    • Timing patterns
    • Your past categorization decisions

  2. Pattern Recognition: The system learns your preferences and patterns, such as:

    • Which coffee shops you categorize as "Dining Out"
    • How you distinguish between "Groceries" and "Household Items"
    • Your personal categorization rules

  3. Continuous Improvement: The more you use Copia, the better the AI gets at categorizing your transactions correctly.

  4. Manual Override: You can always adjust any categorization, and the AI learns from your corrections.

User benefit

This helps you save time on transaction management while ensuring accurate categorization for better budgeting and financial insights.

Coming Soon

We're working hard to bring you this feature. Stay tuned for updates!

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