A trades business's bank statement mixes deposits from field-service apps with bills from supply houses, tool stores and fuel. ai-bookkeeper left Jobber and Housecall Pro deposits, Ferguson and Johnstone Supply parts and ServiceTitan blank. Keyword rules now cover them.
On a synthetic August (made up, not a real contractor's books) all eleven lines get a suggestion with nothing taught: $4,755.50 of sales, $1,186.19 of supplies and materials, $245.00 of software, $96.00 of lead marketing, $71.30 of fuel, $135.00 of permits and $3,022.01 profit. The rules come from company names, so a real export will find gaps; that is the next thing to measure. A landing page walks through the month.