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Auto-categorise an Excel transaction column for sole trader tax
Copilot categorises a year of sole trader transactions into ATO deduction categories, applies business %, computes the deductible amount, and surfaces what to take to your accountant.
Categorise Excel transactions into BAS categories
Copilot reads each bank transaction in Excel and assigns BAS category, GST flag, and confidence, then surfaces the 10 most ambiguous rows for human review.
Categorise mobile + in-salon income for the BAS
BAS-ready categorisation that splits mobile vs in-salon appointments, applies ATO cents-per-km vehicle deduction against the mobile side, and gives a margin snapshot per channel.
Categorise a month of Shopify transactions for the BAS
Drop in a month of Shopify transactions and get a BAS-ready categorisation table — category, GST status, notes, totals, and flagged items for your bookkeeper.
Categorise a venue's weekly POS export
Categorise a week of POS takings (Square / Lightspeed / similar) into Xero-ready categories with GST status, fees and bookkeeper-flag column. Totals by category at the bottom.
Categorise a messy bank statement into GL accounts
Paste a CSV bank export, get every line categorised to your chart of accounts with GST treatment and a confidence flag for the dodgy ones.
Workflow: invoice processing + Xero categorisation
Processes incoming invoices, extracts line items, categorises in Xero, and flags anomalies.
Workflow: customer email auto-categoriser
Categorises incoming customer emails to the right inbox + drafts replies for predictable categories.
Build Xero bank rules from your transaction patterns
Auto-categorise 80% of your Xero bank feed by designing the right bank rules — paste a sample, get a Xero-ready rule set.