Connecting a bank feed is the easy part. The value comes from the rules that categorize transactions automatically — and badly written rules create more cleanup than they save.
Start with what repeats
Recurring vendors, subscriptions, and payroll are where rules earn their keep. Map those first and test them against real history.
Review, do not trust blindly
Automation should make reconciliation a quick review, not an unaudited black box. The right workflow keeps a human in the loop without the manual entry.
