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Finance hiring report · Fall 2026

What 107,442 US finance job postings ask for.

10 of 84on-site postings
actually need it
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Home / Glossary / Transaction categorization
Glossary · Day-to-day work

Transaction categorization

Assigning every bank and card transaction to an account in the chart of accounts, so the reports show where the money went.

In plain words

Also called coding. Every line that comes in from the bank or a card gets a category: fuel, rent, job materials, software. The categories come from your chart of accounts.

The same vendor usually gets the same category every month, which makes this the first job software takes. The hard ones are new vendors and charges that could be two things, and those go to a person.

51 of the 125 bookkeeper postings we read list data entry or categorizing by name.

Example

Lines from one card statement

Shell, $64.20Automobile: Fuel
Norton Lumber, $1,180.00Job materials
A vendor never seen beforeFlagged for a person

In our model

agents
Agents code each line the way it was coded last time. Your person reviews the new and the odd ones.
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What you get back

Candidates, in writing.

  1. Candidates for your seatNamed people with real resumes, already trained on our AI.
  2. What each would cost youFor your seat, against what the posting costs you today.
  3. What the agents takeFrom your own posting, task by task.