Browse Tasks

Select Task

Select Task

Select Task

Select Task

Select category

Select category

Select category

Select category

Select Tasks

Select Industry

Browse Tasks

Fintech

Marketplace

Insurance

Legal and Compliance

Engineering

Sales

Support

Legal Citation Validation

Legal Citation Validation

Legal Language Simplification and Explanation

Legal Language Simplification and Explanation

B2B Terms Summarisation

B2B Terms Summarisation

Risk Assessment for Business Proposals

Risk Assessment for Business Proposals

Regulatory Update Impact Assessment

Regulatory Update Impact Assessment

Organisational Risk Tolerance Analysis for Contracts and Policies

Organisational Risk Tolerance Analysis for Contracts and Policies

Legal Document Summary

Legal Document Summary

Contract Clause Categorisation

Contract Clause Categorisation

Financial Analysis

Transaction Categorisation

This agentic task categorises financial transactions - vital for financial analysis agents. The task configuration outlines how to:

  • Classify transactions into primary and secondary categories

  • Generate confidence scores for category assignments

  • Apply contextual tags and business indicators

  • Analyse merchant patterns and transaction characteristics

  • Produce structured categorisation reports with insights


As a modular agentic task, it integrates with banking systems and budgeting platforms, enabling AI agents to execute systematic transaction categorisation within existing financial management workflows. The task specification includes frameworks for pattern recognition, category mapping, and context analysis, adaptable across personal and business finance applications.

Try this Task

Try this Task

Try this Task

Try this Task

Example outputs:

"response": {
    "main_category": "Health & Fitness",
    "sub_category": "Gym Membership",
    "suggested_tags": [
      "fitness",
      "gym",
      "membership"
    ],
    "confidence_level": "High"

Next:

Next:

Legal Citation Validation

Legal Citation Validation