Your bookkeeping, your rules
Create custom automation rules that handle repetitive tasks. If a transaction matches your criteria, Flowbooks applies your rules automatically — no AI guesswork needed.
Get Started FreePowerful automation
Vendor-Based Rules
Auto-categorize transactions from specific vendors. 'Every payment to Dangote Cement → Inventory Purchase' — set it once, forget forever.
Amount Thresholds
Set rules based on transaction amounts. 'Any expense over ₦100,000 → Flag for Review' or 'POS transactions under ₦5,000 → Petty Cash'
Tax Code Assignment
Automatically apply the correct VAT or withholding tax code based on vendor type, amount, or category. Tax season becomes painless.
Rule Priority
Set rule priority so your custom rules always run before AI categorization. The AI fills in the gaps where you haven't defined rules.
How It Works
Define your trigger
Choose what triggers the rule: vendor name, amount range, transaction type, or a combination.
Set the action
Tell Flowbooks what to do: categorize, apply tax code, flag for review, split between accounts, or notify a team member.
Rules run automatically
Every incoming transaction is checked against your rules first. Matches are processed instantly — no manual intervention needed.
“I set up 15 rules in my first week. Now 70% of my transactions are handled by rules alone — the AI handles the rest. Zero manual work.”
Olu D.
CFO, Nigerian manufacturing company
Automate your bookkeeping rules
Start your free trial. Create your first smart rule in under 60 seconds.
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