The accounting system
for the AI era.

Work with your documents, transactions, and reports in one place. Ask questions about your books and put agents to work to investigate balances, prepare journal entries, and explain the details. Access stays secure, and changes require your approval.

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Example Categoric Desk showing Cedar Studio cash position, bank accounts, items awaiting review, reconciliation and month-end tasks.

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The connected accounting workflow

From source records
to numbers you can explain.

Import or sync supported activity. Review suggested categories and balance issues, then trace reports to the source.

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September statementcedar-september-2026.pdf

Sep 04Location hire: −$389
Sep 08Harbor Locksmith: −$24
Sep 12Set materials: −$120

3 source payments$533

PDF / CSV · Or supported bank sync

Bring the source with you.

Suggested accounts

Location hireLocation feesSuggested
Harbor LocksmithRepairs & maintenanceSuggested
Set materialsNeeds context

2 suggestions · 1 question

Suggestions, with exceptions visible.

Your reviewConfirm purpose and treatment; no automatic posting.

Transactions board

Review 0 · Done 3

Location hire−$389
Location feesDone
Harbor Locksmith−$24
Repairs & maintenanceDone
Set materials−$120
Production suppliesDone

After review

Source and treatment stay together.

Expense excerpt

September · Cash basis

Location fees: $389
Repairs & maintenance: $24
Production supplies: $120

Selected expenses$533

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Balance checks along the way

Statement checks flag likely problem rows and suggested fixes. Review them and recheck before finalizing.

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About this example

Fictional $533 expense subset. Later records assume reviewed treatment: routine maintenance for the locksmith and production supplies for the set materials—not automatic approval or posting. Report inclusion depends on record status, period and basis; this excerpt is neither a full P&L nor proof of reconciliation or close.

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You

What makes up location fees this month?

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Location fees are $389 for September.

One September 4 location-hire payment.

Follow the answer

About this example

Scripted, read-only example with fictional records. The report line and illustrative statement excerpt represent one $389 expense. Report drilldown and transaction search are distinct surfaces; an ordinary Ask P&L answer does not necessarily open a source PDF. Nothing changes here.

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Authorize the entity and tools. Review and approve proposed changes in Categoric; applying an approved change is a separate authorized step.

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Claude
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Categoric AgentComing soon

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Built for accountable teams

One system for the people responsible for the books.

Businesses

Keep one or more sets of books current, understand what changed, and see where attention is needed.

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Accounting firms

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An accounting workspace for businesses and accounting firms.

The accounting systemfor the AI era.

From source recordsto numbers you can explain.

Ask a question.Follow the evidence.

Direct the work.Keep control.