New
Spend categories
Define custom spend categories at the Client level that cascade to every organisation underneath. List, create, and update categories — rename them, set a default spend class or GL account code, or archive them (Admin/Owner only). Each organisation can read its resolved categories — Dolfin system defaults unioned with its Client’s custom categories.Re-classify a bill
Re-run the agent spend-classification pass on a bill in review. Every line item that hasn’t been confirmed by a human is classified from scratch, while reviewer confirmations are preserved. Refreshed suggestions arrive over SignalR (billClassified). Use it after correcting a description or supplier, or when the first pass got it wrong.Spend summary
Pull a CFO view of spend over any period, aggregated from confirmed line-item classification: totals with the committed-vs-variable split, broken down by category, spend class, supplier, and tag. Every block is reported per currency — never blended across currencies — alongside a period-over-period delta against the prior equal window. Defaults to the trailing 30 days.Pay bills by bank (beta)
Pay by bank is in beta.