Skip to content
Coding rules and AI

Code it once. Clyr codes it forever

Between user-defined rules and AI prediction trained on your own history, most transactions arrive already coded to the right account, job, and property.

New coding rule
When
Vendor is Ferguson Supply
Then code
GL account5100 · Materials
ProjectFrom card holder
Cost code15-200 Plumbing
Vendor Amount Card
Illustrative rule builder. Conditions match on vendor, amount, or card; outputs set your coding dimensions.
What you get with Clyr

Two ways to code, both of them yours

Rules you control

Match on vendor, amount, or card, and set the coding that follows: GL account, project, property, customer, department, or cost code.

AI that learns your ledger

Predictions come from how your team actually codes, not from a generic model’s idea of your chart of accounts.

Duplicates caught on arrival

The second copy of the same charge gets flagged before it reaches anyone’s invoice.

How it works

How automated expense coding works

Coding is the bottleneck of every finance workflow. The transaction lands, and someone has to decide which account, which job, which property, which cost code. Multiply that by a few hundred a month and the close date moves.

Rules remove the predictable part. Match on the vendor, the amount, or the card, and set what happens: the GL account, the project, the property, the customer, the department, the cost code. The gas station near the shop, the monthly software subscription, the usual supplier: coded before anyone looks at them.

Clyr coding view with transactions categorized automatically by rule
AI prediction

AI that learns your chart of accounts

For everything rules do not cover, Clyr predicts the coding from your own history: how your team coded this vendor, this kind of purchase, this job. The model is your ledger, not a generic taxonomy. No creative guessing on your chart of accounts, and no black box.

Coding your own dimensions: custom fields →
Sunbelt Rentals$412.00
Suggested: 5300 · Equipment rental
Above confidence threshold · applied
MRKT 4471$86.19
No confident match
Below threshold · waiting for a person
Illustrative. A suggestion is applied only when it clears the confidence threshold.
The safety model

When the AI is not sure, it says so

This is the part most automation pages skip. Clyr only applies a suggestion when it clears a confidence threshold. Below it, the transaction simply waits for a human instead of being guessed at, so an uncertain machine never quietly writes into your books.

And when a person does step in, any human edit wins. The correction is not just accepted, it is learned: the AI adjusts to how your team actually codes, so the same uncertainty does not come back next month.

High confidence
Codes itself
Low confidence
Waits for a person
A human edits it
The edit wins, and the AI learns
Duplicates

Duplicates caught on arrival

Duplicate charges get flagged as they arrive, not discovered later. Catching a duplicate at arrival costs seconds; catching it after it hit the client invoice costs a phone call you do not want to make.

Month-end

Close becomes a review

When the routine majority of transactions code themselves, month-end stops being a coding marathon. The exceptions are what your bookkeeper looks at, because the exceptions are all that is left.

FAQ

Frequently asked questions

What conditions can rules match on?

Vendor, amount, or card. The rule then sets the coding: GL account, project, property, customer, department, or cost code.

How accurate is the AI GL prediction?

Clyr only applies suggestions that clear a confidence threshold. Anything below it is left for human review rather than guessed at, so the number that matters is not an accuracy score, it is that uncertain transactions never code themselves.

Can I override the AI?

Always. Any human edit wins, and the AI learns from how your team actually codes.

Do bills get coded too?

Yes. Coding automation covers your card spend as it arrives, and bills additionally get AI coding suggestions drawn from each vendor’s history.

What happens to transactions the AI is unsure about?

They wait for a person. Low-confidence transactions are queued for human review instead of being coded on a guess.

What coding dimensions are supported?

GL account, project, property, customer, department, and cost code, plus any custom fields you have defined. See Custom Fields.

Keep exploring
Receipt Capture and Coding Approval Workflows Spend Insights
Get a demo

See it on your own spend

Book a 20-minute demo. Bring a month of transactions; we will build the rules for your three most common vendors live and show you what codes itself afterward.

Book a 20-minute demo Already a customer? Log in