Need a hand?

Our accounting automations feature intelligently categorises your expense transactions, ensuring your records are audit-ready with minimal manual effort. The system uses a 3-level hierarchy:

• Accounting rules: your instructions. Define the required conditions for your desired output
• Historical matching: if no active rule exists, we suggest your latest coding for that merchant. See our guide for historical matching
• Receipt scanning: we read your receipts to find and fill the tax rate

Automations run in order: your rules take priority, followed by historical matching from past spend. Finally, we scan receipts to auto-fill the tax rate.

The automated fields include expense description, accounting category, tax rate, and labels.

Automations are built to save you time, but you have full control over how much of your workflow is automated. You can manage your preferences by navigating to 'Settings' > 'Accounting' > 'Accounting automations'.

If a custom rule isn't producing the result you want, you can edit the rule in your settings. You can also manually override a rule's output for any specific expense by simply changing the value in the field.

For suggestions based on your past coding, you can simply edit the field. For more details, see our guide for historical matching.

Fees and T&Cs apply.

Service provided by Revolut Bank UAB. Registered in Bank of Portugal under number 3504.