Transaction categorization

Step 01

Define and Align

Upload sample data, define your output schema, and provide feedback on the hardest cases.

Output schema

CategoryChoose one: Business purpose established by the receipt or source evidence.
office_equipment
office_supplies
software
travel
general_shopping
sales_revenue
other
Transaction typeChoose one: Whether the record is a purchase, refund, or incoming revenue.
purchase
refund
income
Original categoryText · optional: For a refund, the category of the original purchase when documented. Not provided when absent from the source.

app.sutro.sh/functions/transaction-categorization

Collecting feedback · 1/3

Categorize transactions using explicit business-purpose evidence.

Example 1 of 3

Ambiguous merchant

Model input

Merchant: general marketplace. Receipt: replacement monitor for design workstation.

Model output

Model Sweep

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Compare models on expert agreement and cost. The interactive chart uses illustrative measurements.

Illustrative sweep · select Value or Best to use that model in your function.

Step 03

Deployment

Call Sutro Functions like any other software. Swap the model as soon as something more performant is released.

Selected modelWaiting for sweep results.

Real-time

import sutro as so

input_data = {
    "text": "Merchant: general marketplace. Receipt: replacement monitor for design workstation."
}

result = so.run_function(
    "transaction-categorization",
    input_data,
)

curl --fail-with-body -X POST "${SUTRO_API_URL%/}/v1/functions/transaction-categorization/run" \
  -H "Authorization: Key $SUTRO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "input": {
    "text": "Merchant: general marketplace. Receipt: replacement monitor for design workstation."
  }
}'

Batch

import sutro as so

job_id = so.batch_run_function(
    name="transaction-categorization",
    data="transaction_categorization.csv",
)
results = so.await_job_completion(job_id)

curl --fail-with-body -X POST "${SUTRO_API_URL%/}/v1/batch-inference" \
  -H "Authorization: Key $SUTRO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "model": "transaction-categorization",
  "inputs": [
    {
      "text": "Merchant: general marketplace. Receipt: replacement monitor for design workstation."
    }
  ]
}'