bytefoo/sagefin

v0.2.0MIT

Skills that teach an AI app to work on your SageFin books: categorize what is uncategorized, and suggest rules that keep it that way.

GitHub Open Website

smart-match

Categorize a SageFin household's uncategorized and needs-review transactions using what the user knows and you can see, send the result as one batch for them to review, and suggest rules for merchants that repeat. Use when the user asks to categorize, clean up, tidy, sort out or review their SageFin transactions, or to "run smart match".