Categories & Spending Insights
Understanding how DocuNero organizes spending is key to getting clear financial visibility. Every time you upload an invoice or receipt, DocuNero automatically assigns a category and generates spending summaries to help you analyze patterns, track costs, and make informed decisions.
Smart Organization
This guide explains how categorization works, how spending insights are calculated, and how you can customize categories during review.
1. How Automatic Categorization Works
DocuNero uses a combination of OCR extraction, AI interpretation to select the most accurate category for each document.
✔ What the AI considers:
- Vendor name (e.g., Uber → Travel, Officeworks → Office Supplies)
- Item descriptions (e.g., "Printer ink" → Office Supplies)
- Industry keywords
- Common patterns for similar types of businesses
When a category cannot be detected
If DocuNero is unsure, the document is marked as Uncategorized. You can update the category anytime during Review or after processing.
2. Available Spending Categories
DocuNero includes a smart, curated set of financial categories designed for small businesses, accountants, and teams.
Current Supported Categories
These categories are used across Dashboard spending summary, Exports, Spending analytics, Team reporting, and Monthly and yearly insights.
3. How to Review and Change Categories
You can adjust the category at multiple points:
During Review
- Open the processed document from Documents page
- Click "Edit" for the document
- In the "Update Details" Popup, Select a new category from the dropdown
- Click "Save" to update the details
After Processing
Go to:
Documents → Select Document → Edit Category
4. Understanding Spending Insights in Dashboard
Spending insights help you understand where your money is going at a glance. DocuNero creates automatic summaries that include:
✔ Category Breakdown
A visual summary showing in:
- Total spent per category
- Percentage distribution
- Month-to-month comparison
Vendor Spending Patterns
Identify:
- Top vendors
- Frequently used suppliers
- Recurring subscriptions
- Trends in costs
Monthly Spending Summary
Shows how spending changes across categories over time:
- Current month total
- Category-wise totals
- Increase/decrease compared to last month
Team-Based Spending
If multiple users upload documents, you can track:
- Who uploaded what
- Team spending activity
- Category-level usage
5. Tips for Improving Categorization Accuracy
You can improve DocuNero's auto-categorization AI by:
Improve AI Learning
- ✔ Editing incorrect categories — The AI learns from corrections and becomes more accurate over time.
- ✔ Uploading clearer invoices/receipts — Clean text → better extraction → better categorization.
- ✔ Keeping similar vendors consistent — If you categorize "Uber" as Travel once, future uploads will follow the same rule.
Summary
DocuNero's categorization and spending insights help you:
- Understand where money is being spent
- Track business expenses by category
- Identify patterns and trends
- Simplify bookkeeping and reporting
- Improve financial visibility for your team
You remain in full control—every category can be reviewed, corrected, or updated anytime.
Frequently Asked Questions
How does DocuNero categorize transactions?
Our AI analyzes merchant names, transaction descriptions, and amounts to automatically assign appropriate categories.
Can I customize categories?
Yes, you can create custom categories and rules to better fit your business needs.
What insights are available in spending analysis?
View trends, compare periods, identify top spending categories, and track budget variances.