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Transaction categorization can be a time-consuming process. As such, our Categorization API operates asynchronously, utilizing jobs to perform this categorization.

A job can be auto-initiated to categorize the transactions immediately after an end-user grants consent to a bank account and the relevant transactions have been fetched. This setting can be set in the Customer Portal, refer to the Auto-start section.

Manual Categorization

You can choose to manage the categorization process manually through the Categorization Job API. This allows you to set up categorization jobs based on consents or users. After initiating a Categorization Job, you can track its progress and status using the API.

Job Completion Issues

Categorization jobs typically finish within a matter of minutes. Please note, if a job runs for more than an hour, it will automatically be terminated as a failure.