A bookkeeper is struggling to clean up imported credit card transactions that include expenses from multiple unrelated business owners who shared the same card, requiring manual identification and removal of non-client transactions.

Workarounds Described

• manually categorizing each transaction to identify client expenses
• disconnecting bank feeds to stop importing unwanted transactions
• planning to delete non-client transactions manually
• considering manual adjusting journal entries to reclassify the account

Implied Software Gaps

• Automated filtering of shared credit card transactions by business owner
• Integration with accounting software that preserves only relevant transactions
• Automated journal entry creation for reclassifying shared card accounts

CardSplitter Pro

CardSplitter Pro is a financial reconciliation tool that automatically identifies and separates transactions from shared credit cards used by multiple business owners. It integrates with accounting software like QBO to filter transactions by business owner using AI pattern recognition and manual tagging, eliminating hours of manual cleanup work.

Existing Solutions Mentioned