Standardize and reclassify accounting data at scale
Train AI to categorize your accounting data the way you need across entities, clients, or systems.
Introduction
DAFs, accounting firms, and finance teams often face inconsistent categorization across entities or clients. Mapping suppliers, transactions, or accounts manually is time-consuming, error-prone, and not scalable.
Phacet lets you drop raw accounting data into a smart table interface, and apply your own logic using AI suggestions that learn and improve over time.
When to use this Phacet
Perfect for CFOs, DAFs or accounting firms who want to:
• Normalize accounting categories across multiple entities or clients
• Reclassify suppliers or transactions with custom rules
• Save hours on P&L mapping and monthly review workflows
AI skills involved
Automatically classify rows, transactions or documents using predefined or dynamic categories. Label supplier payments, categorize expenses, tag revenue streams Phacet learns with just a few examples.
Review, correct and approve Phacet results manually and improve its intelligence over time. Users can intervene on any field or classification suggested by the AI. Every correction is stored as an example to refine Phacet’s behavior on similar documents and workflows.
→ Ideal for continuous learning loops and maintaining full control in production.
Normalize messy inputs across formats (dates, names, currencies, decimals…). Phacet helps enforce consistent formatting before any export or integration with your systems.
Business impact
Up to 90% time saved
Automate supplier and transaction reclassification for reporting and reviews.
Ensure audit-proof consistency
Keep categories traceable and aligned across entities, clients, or sectors.
Unlock dynamic reporting
Standardize data so you can build reliable P&Ls without changing your accounting stack.
Integrated with everything
“For every new client, we used to spend hours manually categorizing 200+ suppliers. With Phacet, it’s now 10x faster and we’ve harmonized category logic across the board.”
— Part-time CFO
Steps to get Started
Import your accounting data
Upload your General Ledger, FEC, or exported entries from your accounting tool.
Get AI category suggestions
Phacet auto-suggests categories based on past mappings, industry logic, and web enrichment.
Validate & teach
Confirm or adjust categories line by line or in bulk. Each action teaches the AI to follow your own rules.
Export & report
Re-export cleaned and standardized data to Excel, Google Sheets, or feed it into BI tools like Metabase or PowerBI.
Unlock your AI potential
Do more with your existing resources using tailored AI solutions.
