Transaction Entry & Categorization

Clean, Accurate Transactions Are the Foundation of Your Books

The key to successful management of finances begins with accurate transaction categorization. At Indus Books, we offer expertise in classifying transactions in accounting with utmost care. Whether it is from your bank, credit cards, and sales transactions from your website, we take care of all transactions in your bank.

Unlike other tools, which usually lack attention to detail and merely rely on general categorizations, our experienced bookkeepers view every entry carefully. We make sure that your transactions are categorized correctly, as per your customized Chart of Accounts and the IRS rules. This provides a solid foundation for you to make informed decisions related to your business.

What We Do

● Flexible Scheduling for Entry

We match your rhythm with daily, weekly, or monthly options, so transaction categorization perfectly matches your business flow.

● Secure Data Integration

We plug straight in with your bank and credit card accounts for effortless importing, making bank transaction categorization a seamless experience.

● Customized Category Assignment

From supplies to personal withdrawals, we classify transactions into categories that suit your bussiness.

● Payee and Client Identification

We pair suppliers and consumers correctly to facilitate easier tracking and avoid compliance issues.

● Segmentation by Division or Site

Managing multiple locations/offerings? We assign our transactions a tag by class/location to provide you with a better perspective.

Flexible Scheduling for Entry

We match your rhythm with daily, weekly, or monthly options, so transaction categorization perfectly matches your business flow.

Secure Data Integration

We plug straight in with your bank and credit card accounts for effortless importing, making bank transaction categorization a seamless experience.

Customized Category Assignment

From supplies to personal withdrawals, we classify transactions into categories that suit your bussiness.

Payee and Client Identification

We pair suppliers and consumers correctly to facilitate easier tracking and avoid compliance issues.

Segmentation by Division or Site

Managing multiple locations/offerings? We assign our transactions a tag by class/location to provide you with a better perspective.

How We Work With You

Initial Assessment and
Account Structure Check

We look over your current chart of accounts and make recommendations for modifications that suit your needs.

Smart Automation with
Expert Review

Use reputable platforms like QuickBooks and Xero, which can automate feeds, with all details being manually checked by a professional for perfect accuracy.

Consistent
Communication

Got a question about a charge? We’ll point out ambiguous transactions and check in with you every week or every month.

End-of-Month
Overviews

Each period closes with a clear report of categorized transactions, highlighting flows, shifts, and priorities.

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Initial Assessment and Account Structure Check