Finance tool · Virtual CFO · reads your Company Memory

Vendor Rules Trainer

Some vendors land in the wrong bucket every single month. Paste the ones that keep tripping you up — the AMEX charge that's sometimes parts and sometimes personal, the fuel stop, the software you never remember to file. Get one durable rule per vendor: which account, business or personal, and a plain deductibility note — saved to your Company Memory so next year's statements sort themselves.

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Your Chart of Accounts

read from your Company Memory

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The vendors that keep mis-sorting

paste the trouble list

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AI drafts one rule each

sent once · nothing stored

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Vendor rules saved

your reconciler reads them

You already know SHELL is the truck and APPLE.COM is your phone. This writes that knowledge down as a rule per vendor — account, business-vs-personal, deductibility — so you stop re-deciding it every time a statement lands.

Watch the 90-second build

List the vendors that keep landing in the wrong bucket — one per line. Say what each one usually is, in your words.

🔒 What this touches: the vendor list you paste, plus your saved Chart of Accounts and Company Memory, are sent once to an AI model to draft the rules. The result shows here and the rules are saved only in this browser so your Statement Reconciler can read them. Nothing is uploaded or stored on a server — no amounts, no statements, no account. This is educational structure, not tax advice.

Training…

Draft — confirm each rule before you trust it

Your vendor rules

Before you trust these

✓ Saved to your Company Memory in this browser as your vendor rules. The Statement Reconciler reads them, so these vendors auto-sort next time. Confirm the business-vs-personal call on each before you file.

This is your Virtual CFO compounding → Teach a vendor once and every future statement sorts itself — no re-deciding. See the whole Run the Business money path: chart of accounts, reconciling, P&L, tax handoff.

Why one rule beats re-deciding every month

The slow part of the books was never the math — it's the judgment calls. Is this Home Depot charge job parts or a weekend project? Is that recurring $2.99 the business or your phone? You answer the same handful of questions every reconcile, from memory, and get them slightly different each time. That's how a vendor ends up in three accounts across one year.

So write the answer down once. This turns "SHELL is always the truck" and "COSTCO is a coin-flip, flag it" into durable rules your reconciler obeys — the account, the business-vs-personal default, and a plain note on what's deductible. You keep the part you're good at (knowing your vendors); the tool stops making you repeat it.

Decide once, not monthlyThe vendors you keep re-sorting become fixed rules. Next statement, they land in the right account without you thinking about it.

Business vs personal, on the recordEach rule states the default call and why — so the split is documented, not re-guessed, and the ambiguous ones get flagged to check.

Feeds your reconcilerRules save to the same Company Memory your Statement Reconciler reads, so a whole year sorts against your own calls, consistently.