Categoric

Agentic accounting

Ask inside Categoric.Or connect your agent.

One accounting system. A built-in conversation for your questions, and authorized tools for the agent you choose.

See the differenceExplore the product

Inside Categoric

Understand your books.

Ask about the current entity, then follow the answer back to its records.

Built into your Categoric workspaceYour current entity and app permissions
Interactive example · Sample dataCedar Studio · August–September 2026 · Cash basis · USD
Categoric
Cedar Studio Current entity
You

What changed in profit since August?

Ask Categoric

Net income rose by $1,000.

Revenue grew faster than expenses.

Select a cited report to inspect the figures.

Analysis canvasCash basis · USD
Profit & loss

Month-over-month

August — September 2026
Net income
August1$5,000
September2$6,000
Net income change+$1,000
Source reports · same entity & basis
1August P&L
Revenue / expenses$20k / $15k
2September P&L
Revenue / expenses$22k / $16k
About this example
Compare the two source reports to see how revenue and expenses explain the change in net income. This Ask example inspects existing records; other enabled Ask tools can compute and store business metrics.
Explore Ask examples
What changed in profit since August?

Ask Categoric

Two scoped reports · Arithmetic comparison

Interactive example · Sample data

Cedar StudioAugust → September 2026Cash basis · USD

Net income rose by $1,000. Revenue grew faster than expenses.

Compare the same entity and basis in both periods before explaining a change.

Same entity, date ranges and accounting basis. Different scopes or bases should not be presented as a like-for-like comparison.

How has our contracted monthly recurring rent changed?

Ask Categoric · Business metrics

Illustration using existing stored monthly records

Interactive example · Sample data

Birch PropertiesReturned months: July–September 2026Stored MRR · Contracted recurring rent · USD

Stored MRR for contracted recurring rent rises from $20,000 to $24,000—a 20% increase across these three records.

Ask compares the available monthly metric values. These historical contracted-rent records are not rent collected, recognized rental income, a forecast or an explanation of tenancy changes.

Native Ask illustration, not a connected-agent MRR tool claim. This example uses existing stored rows; native KPI access may compute and store MRR when records are absent or seed-only.

From your agent app

Bring your agent to the work.

Connect an external agent to inspect records and prepare supported work through authorized tools.

A compatible external agent clientOnly the tools and entity scope you authorize

Changes need approval in Categoric and a separate authorized apply. How access is protected

ConnectClaudeChatGPT
Interactive example · Sample dataCedar Properties

01Your instruction

Your agent
Import the transactions from this folder for Cedar Properties. Flag anything unclear.
Local client · Folder access granted for this example
September statementsPDF + CSV · September 2026 · USD
  • PDF
    operating.pdf03 Sep · Building repairs · $300.00
  • CSV
    card.csv18 Sep · Card payment · $450.00

02Work you can review

CategoricCedar Properties

Import review

September 2026 · Payments · USD

Select a row to see its source.

Ready for review

Source files stay attached. Treatment is not approved; nothing is posted.

About this example
Extraction uses explicitly supplied PDF/CSV files and does not approve accounting treatment. Folder access comes from the local client—not the prompt. Browser clients require a supported upload flow.
Connect your preferred agentClaude · ChatGPT · Compatible clients

Requires a supported connector, your own provider account and any required subscription. Sign in to Categoric separately and authorize the entity and tools. Files need explicit client access or a supported upload flow.

Explore connected-agent examples
Suggest categories for these uncategorized transactions.

Connected agent · Categorization

Read-only suggestions · No changes applied

Interactive example · Sample data

Cedar StudioSeptember 2026Three imported payments · USD

Two suggestions are ready to review. The venue deposit needs more context.

Location fees is suggested for the $389 location hire and Repairs & maintenance for the $24 routine locksmith work. The $2,400 venue deposit stays unresolved until its purpose and terms are reviewed.

Supported categorization suggestions use the authorized entity’s records. Review the context and preview before separately approving a governed change.

This venue deposit is refundable, not a production cost. Show me the proposed change.

Connected agent · Governed proposal

Sample correction · Awaiting separate approval

Interactive example · Sample data

Cedar StudioSeptember 2026Venue deposit · $2,400.00

The proposal moves one transaction from Production costs to Refundable deposits (asset). Nothing has been applied.

Your clarification says the deposit is refundable. Review the venue agreement and refund conditions before approving the proposed asset treatment.

Governed categorization requires separate first-party approval before apply. Providing context or opening this follow-up is not authorization to change the books.

Connected agents · Multi-entity work

Different books. A shared view.

Group workflows require enabled tools and authorized legal-group scope.

Two entities. One consolidated balance sheet.

Interactive example · Sample dataCedar Group · Cedar Properties + Cedar Entertainment · 30 September 2026 · Accrual · USD
Cedar GroupConsolidated balance sheet
  • Cedar Properties
  • Cedar Entertainment
As of
30 September 2026
Basis
Accrual
Currency
USD
Assets
$135,000
Liabilities
$50,000
Equity
$85,000
View statement details

Confirmed account mappings are assumed. Local account names stay unchanged.

Assets

CashProperties$30,000Entertainment$20,000Elimination$0Consolidated$50,000 · Inspect source contributions
Local account pathSource amount
Cedar PropertiesAssets › 1100 Cash › 1110 Operating bank
$20,000
Cedar PropertiesAssets › 1100 Cash › 1120 Reserve bank
$10,000
Cedar EntertainmentAssets › 1010 Cash › 1011 Operating bank
$15,000
Cedar EntertainmentAssets › 1010 Cash › 1012 Reserve bank
$5,000

Cash parents are subtotals of the bank accounts below, not additional postings.

Property & equipment, netProperties$60,000Entertainment$25,000Elimination$0Consolidated$85,000 · Inspect source contributions
Local account pathSource amount
Cedar PropertiesAssets › 1500 Property, net
$60,000
Cedar EntertainmentAssets › 1600 Equipment, net
$25,000
Intercompany receivableProperties$5,000Entertainment$0Elimination-$5,000Consolidated$0 · Inspect source contributions
Local account pathSource amount
Cedar PropertiesAssets › 1300 Due from Entertainment
$5,000

Previously approved elimination assumed for this fiction; removes the reciprocal asset, not cash.

Total assetsProperties$95,000Entertainment$45,000Elimination-$5,000Consolidated$135,000

Liabilities

Trade payablesProperties$10,000Entertainment$8,000Elimination$0Consolidated$18,000 · Inspect source contributions
Local account pathSource amount
Cedar PropertiesLiabilities › 2100 External payables
$10,000
Cedar EntertainmentLiabilities › 2010 External payables
$8,000
BorrowingsProperties$25,000Entertainment$7,000Elimination$0Consolidated$32,000 · Inspect source contributions
Local account pathSource amount
Cedar PropertiesLiabilities › 2500 Borrowing
$25,000
Cedar EntertainmentLiabilities › 2400 Borrowing
$7,000
Intercompany payableProperties$0Entertainment$5,000Elimination-$5,000Consolidated$0 · Inspect source contributions
Local account pathSource amount
Cedar EntertainmentLiabilities › 2300 Due to Properties
$5,000

The matching assumed elimination removes the reciprocal liability; equity is unchanged.

Total liabilitiesProperties$35,000Entertainment$20,000Elimination-$5,000Consolidated$50,000

Equity

EquityProperties$60,000Entertainment$25,000Elimination$0Consolidated$85,000 · Inspect source contributions
Local account pathSource amount
Cedar PropertiesEquity › 3000 Equity
$60,000
Cedar EntertainmentEquity › 3100 Equity
$25,000

Liabilities & equity

Total liabilities & equityProperties$95,000Entertainment$45,000Elimination-$5,000Consolidated$135,000
Balance check$135,000 assets = $50,000 liabilities + $85,000 equity

An already-approved $5,000 receivable/payable elimination is assumed only for this fiction. It removes the reciprocal asset and liability—not a cash transfer. Cash and equity are unchanged; no approval or posting occurs here.

Inspect accounts

Both entities in one legal group. Inspecting accounts does not change the report scope.

Cedar Properties
Local charts of accounts
  • AssetsSource balance
  • LiabilitiesSource balance
  • EquitySource balance
Cedar Entertainment
Local charts of accounts
  • AssetsSource balance
  • LiabilitiesSource balance
  • EquitySource balance

Not final

About this example
Simplified fictional books with confirmed mappings and a previously approved reciprocal elimination assumed. Cash parents include their bank subaccounts; do not count both. Inspecting accounts does not change report scope or generate a report.

Different accounts. One group view.

Cedar Properties

Legal fees

Confirmed

Cedar Entertainment

Outside counsel

Suggested · Review required
Group reporting categoryLegal expense
Map by account purpose. Local books stay unchanged.

A few useful distinctions.

What does connecting an agent allow?

A compatible client connects through MCP, the protocol for calling Categoric’s supported tools. The connection is limited to granted permissions and entity scope—not unrestricted control of the app. Your agent-provider account and subscription remain separate.

Who approves a category change?

Suggestions do not change transactions. For governed categorization, you review and approve the exact preview in Categoric. A subsequent authorized apply can make the change while that approval remains valid. Asking, clarifying or opening an example is not approval.

Does Ask only read data?

The report examples explain existing records without changing transactions. Not every Ask tool is purely read-only: some business-metric requests can compute and store metrics when records are absent or seed-only. Available behavior depends on the enabled tool.

Can an agent work with any file or entity?

No. Supply files through a supported upload flow first; a chat instruction does not grant access to your device. Organization and group-report tools require enabled capabilities and authorized scope. Their deployment availability must be confirmed separately.

Start with one question or task

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