Reclassify N client portfolios in parallel
Reclassify entries for N clients in parallel for accounting firms.
Introduction
Each client portfolio requires a manual reclassification pass. Time multiplied by number of clients creates a bottleneck. Quality varies by staff member and timing.
Phacet applies the same categorization logic across all portfolios in parallel. Each client has its own model that learns from your corrections. The result is consistent, time is divided by 5, and the model is reusable month after month.
When to use this Phacet
Built for accountants or bookkeepers who want to:
• Stop spending 2-3h per client per month on reclassification.
• Ensure consistent quality across all portfolios, regardless of staff.
• Build a per-client model that improves and is reused every month.
• Manage more portfolios without increasing headcount.
AI skills involved
Automatically classify your transactions, entries and documents
Phacet assigns categories, analytical codes or custom labels to your data - based on your rules, your chart of accounts, or patterns it learns from your history. Bank transactions, supplier invoices, expense lines: everything is classified consistently, at scale.
Route exceptions to the right person and track every decision
Phacet doesn't decide edge cases alone. It routes ambiguous results to the right person with full context - original document, matched data, confidence score. Your team validates, corrects or rejects. Every decision is logged. The AI learns from each correction and gets more accurate over time.
Every AI result linked to its source — audit-ready by default
Every output Phacet produces is traceable back to the exact source line - the PDF page, the ERP row, the bank entry. You can always answer "why did Phacet flag this?" with a precise reference. Confidence scores, decision logs and source citations are built in, not bolted on.
Business impact
91% time savings per client file
From 2-3 hours to 15 minutes per client per month. Over 50 clients, that's 100+ hours saved.
Consistent quality across the entire portfolio
The same rules apply to all files. Quality no longer depends on which team member handles the file or when.
Revenue per team member increased
Each team member handles more files. The firm scales without proportional hiring.
Integrated with everything
Romain Joussellin, Associé, CPA
Phacet, c'est comme un tableau Excel dopé à l'IA. On n'est pas dépaysés : on retrouve le format qu'on connaît et manipule tous les jours.
Steps to get Started
Load accounting exports from all N clients (CSV
Excel, FEC) and target charts of accounts.
Phacet creates a categorization model per
client that learns the specifics of each file.
All files are processed in parallel
Each entry receives a category with a confidence score.
Validate results file by file
The model is reusable the following month without reconfiguration.
Unlock your AI potential
Do more with your existing resources using tailored AI solutions.
Frequently Asked Questions
No limit. Phacet handles 10, 50 or 200 files. Processing time is linear.
Yes. Each file has its own rules and its own learning history.
Yes. A template model can be duplicated and refined for clients in the same sector.
Any chart of accounts in CSV or Excel. The French FEC format is natively supported.
Around 4 hours in total (import, configuration, first tests). Subsequent files take less time.
