Bookkeeping is extremely difficult when a client mixes personal and business expenses in the same bank account and credit card, especially with mixed Amazon orders, leading to hundreds of transactions per month needing manual classification.
Existing accounting software requires transactions to be correctly categorized, but there is no automated way to split mixed purchases (like an Amazon order containing both personal and business items) or flag/prompt the client to provide that breakdown.
Implied Software Gaps
- Software that can split mixed transactions and prompt the client to classify personal vs. business items
SplitEasy Pro
SplitEasy Pro is a transaction-categorization app that integrates with bank feeds and accounting software. It uses AI to detect mixed purchases and prompts the client via email or mobile app to split each item into personal vs. business, with photo receipt capture. The bookkeeper gets clean, pre-split transactions ready for reconciliation.
- AI detection of mixed transactions (e.g., Amazon orders) using merchant data and past patterns
- Client-facing mobile app to split items and attach receipts
- Direct integration with QuickBooks, Xero, and other accounting platforms
- Automated reminder system for uncategorized transactions
Want to go deeper?
Sign up to save ideas, run AI analysis, and track opportunities in your personal workspace. Founding members get full access.
Join BetaSolutions (0)
Discussion (0)
No comments yet