Automatically categorize Revolut transactions with AI

Reads your Revolut statements and uses AI to sort every transaction into the right expense category.

How the work actually flows

A straight line. Runs once per each transaction.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(("you provide statement file")):::human s0["download and normalize transactions"]:::task s1[["assign category to transaction"]]:::mi s2[("save categorized transactions")]:::store trig --> s0 s0 -->|"one per each transaction"| s1 s1 --> s2 out[/"transactions categorized automatically"/]:::out pay{{"clean data without manual bookkeeping"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepRuns once per itemA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Document Processing & OCRSpreadsheet & Database OpsReporting & AnalyticsFile & Cloud Storage
Connects
RevolutGoogle DriveSupabaseOpenAI

The problem it solves

Going through a bank statement line by line to figure out what was a subscription, a transfer, or a real expense is tedious and easy to get wrong. Without consistent categorization, it is hard to build an accurate picture of your spending.

Who it fits

A good fit for business owners or finance teams who want clean, categorized transaction data without manual bookkeeping.

How it works

  1. You provide a Revolut statement file from Google Drive
  2. The system downloads and normalizes the transactions
  3. Each transaction is checked against your existing categories
  4. An AI model assigns the correct category to each one
  5. The categorized transactions are saved to your database
What you get

Transactions pre-sorted before you touch the books

Get your Revolut transactions pre-categorized so your books stay tidy with far less manual sorting.

What you get

A fully categorized set of transactions saved and ready for reporting or dashboards.

What you need

A Google Drive account, a Supabase database, and an OpenAI or Gemini API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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