closel.ai
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closel.ai
Upload statements, classify debt owner, and keep workspace configuration saved per account.
Cycle
Space Filter
Step 1
Upload a statement file, or start manually and classify rows without uploading.
Cycle -
No file selected.
Waiting for file.
Preview
Review parser output and continue only when the preview looks right.
Parsed Rows
-Skipped Rows
-Delimiter
-Header Row
-No parse yet.
Recent imports in the current browser session.
Step 2
`Paid By` means who paid the transaction. `Owes` means who should carry that expense.
No parsed rows yet.
Categories, subcategories, people, and categorization rules are now managed in Configuration.
| Use | Actions | Date | Description | Amount | CCY | Paid By | Owes | Category | Subcategory |
|---|
Configuration
Manage workspace structure and categorization automation in one place.
Manage spaces, people, categories, and automation rules here.
Structure
Choose the workspace scope you are configuring and keep the ownership model in sync.
Create the scopes you use to track people, debt, and categories.
Current workspace scope and owner list.
Select or create a space to manage people and categories.
Structure
Set up the current space, the people 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.
Step 3
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 person and currency.
Net creditors grouped by person and currency.
Select a settlement row to inspect the contributing records.
Expand a category, then expand a subcategory to inspect item rows.
Review
Open each imported file, adjust rows, and update tracker/dashboard results.
Edits here affect final dashboard results after clicking Update Tracker.
Select one imported file to see details.
Categories used
Subcategories used
| 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.
Rename or delete the selected space.
Update the selected space and save.
Create or update a person for the selected space.
Save to apply the person change.
Edit taxonomy descriptions, examples, and rules.
Rules match against the row description before AI ranking.
Save to apply taxonomy changes.
Are you sure?
Update the value and save.
Select a replacement before deleting.