closel.ai
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closel.ai
Upload statements, classify debt owner, and keep workspace configuration saved per account.
Cycle
Space
Upload a statement file, or start manually and classify rows without uploading.
No files selected.
Each file keeps its own owner, parser, statement type, and account label.
Waiting for file.
Preview
Review parser output and continue only when the preview looks right.
No parse yet.
Review the parser output grouped by source file before continuing.
No parsed files yet.
Recent imports in the current browser session.
`Paid By` means who paid the transaction. `Owes` means who should carry that expense.
No parsed rows yet.
Saved Drafts
Current space + cycleCurrent Import
-No source loaded.
| Use | Actions | Description | Amount | Paid By | Owes | Category | Subcategory |
|---|
Settings
Manage workspace access, space structure, and categorization automation in one place.
Manage workspace access, spaces, participants, and automation rules here.
Workspace
Invite collaborators by email. Access is accepted automatically when that exact email signs in with Google.
Current shared workspace and your role inside it.
Role: -
Workspace members and invites load here.
No outbound email is sent in this phase. Share the access instructions out-of-band.
Owners can add a pending invite, then the invited user joins by signing in with Google using that same email.
People who already belong to this workspace.
Revoking an invite removes access before the user joins.
Structure
Choose the workspace scope you are configuring and keep the selected space in sync per member.
Create the scopes you use to track participants, debt, and categories.
Current scope for participants, categories, and reporting.
Select or create a space, then manage participants and categories below.
Structure
Set up the current space, the participants inside it, and who can pay or owe rows.
Manage who can pay or owe inside the selected space.
Automation
Categories stay configurable here, and their descriptions, examples, and string rules drive categorization.
Open a category or subcategory to edit descriptions, examples, and rules.
Quick view of the current cycle based on the active space filter.
Total Spend
-Pending Debt
-Tracked Rows
0Review Needed
0Attention
No imported files awaiting review.
Settle
No unpaid settlement lines in the current view.
Settlement direction for the current cycle. `Debtor -> Creditor`.
Net debtors grouped by participant and currency.
Net creditors grouped by participant and currency.
Select a settlement row to inspect the contributing records.
Grouped as Category -> Subcategory -> Rows.
Review
Open each imported file, adjust rows, and update tracker/dashboard results.
Changes here save directly and update dashboard results after each successful edit.
Select one imported file to see details.
Source file
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Categories used
Subcategories used
Click categories or subcategories to filter the table.
| Actions | Date | Description | Amount | CCY | Paid By | Owes | Category | Subcategory |
|---|
Choose whether to save a rule or a keyword.
This saves into the current row subcategory so future classifications can match faster.
Save to add this rule or keyword.
Rename or delete the selected space.
Update the selected space and save.
Create or update a participant for the selected space.
Save to apply the participant change.
Edit taxonomy descriptions, examples, and rules.
Applied when this category or subcategory is selected, unless a more specific rule overrides it.
Rules match against the row description before AI ranking.
Save to apply taxonomy changes.
Are you sure?
Confirm to continue.
Update the value and save.
Save to apply the change.
Select a replacement before deleting.
Choose a replacement to continue.