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How to use AI Auto-Categorisation

  • Updated

Weel AI auto-categorisation applies a category to a card transaction the moment you pay, learning from your coding history: see How does Weel automatically select a category for a card transaction?.

Turn on AI auto-categorisation

AI auto-categorisation is available to all customers on the Basic, Premium, and Enterprise plans. It's one of several ways Weel can put a category on a transaction: if your business also uses categorisation rules, those apply first, and Weel AI only fills in categories they haven't covered, using merchant data and your account's past coding behaviour. A suggestion also needs the transaction's budget to have at least one enabled, visible category assigned; if a budget has no categories mapped, there's nothing for Weel AI to suggest from. See How does Weel automatically select a category for a card transaction? for the full order of precedence, including what happens with AI categorisation switched off.

  1. In the Weel web app, go to Account settings > AI and automations.
  2. Under the Weel AI heading, turn on the Auto-categorise toggle.
    • This feature is rolling out gradually. If you don't see the toggle yet, it isn't available on your account yet; check back later or contact support.
  3. Weel AI starts categorising new card transactions and charges automatically from that point.
    • This is a business-wide setting: once it's on, it applies to everyone's card transactions, not just the person who turned it on.

Change a suggested category

Weel AI suggests a category using merchant data and your account's past coding behaviour for that merchant, and shows it on the transaction in both the web and mobile apps. You can accept it or pick a different category at any time before the expense is completed. Any change is remembered to improve future suggestions for that merchant. You still need to review and submit (or update) every expense to complete it, whether or not Weel AI categorised it.

  1. On the web app, go to Transactions. On the mobile app, go to Expenses.
  2. Open the relevant transaction.
  3. In the Category field, select the category you want.
    • If the category you want isn't listed, check that it's enabled and visible on the transaction's budget. Weel AI and the manual picker only offer categories mapped to that budget. A locked default category on the budget always shows instead and isn't overridden by an AI suggestion.
  4. Click Submit (if this is the first time you're completing the expense) or Update (if you're editing an already-submitted one).

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