Accountants struggle to convince business clients to separate personal and business transactions, which increases accounting workload and costs.

Workarounds Described

• Manual calculation of personal vs business transaction counts
• Creating custom fee reduction proposals for each client
• Verbal explanations during client meetings about transaction separation benefits

Implied Software Gaps

• Automated transaction categorization with cost impact analysis
• Client-facing visualization tools for financial behavior consequences
• Template-based communication system for accountant-client discussions about financial hygiene

TransactionTriage

A client-facing dashboard that visually shows business owners the real cost of mixing personal and business transactions, with automated savings calculations and separation recommendations. It bridges the gap between accounting software and client behavior change by making financial hygiene tangible and actionable.