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Categorizing financial transactions within Airtable

  • October 18, 2023
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I am curious if anyone would be interested in an extension for Airtable that would automatically categorize financial transactions. The data could come from any source even if you imported it via a CSV file.

We currently have financial planning company that has seen significant benefits form our data pipeline and we are curious if others would benefit as well. Below are a few of the outcomes from the company:

Decreased workload by 50%
Decreased cost to company by ~$20,000 (eliminated need for part-time help)
Allowed them to scale their hyper customized service offering

Would love to hear comments to see if other would benefit from this type of marketplace extension.

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