> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dolfinai.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Spend categories and spend reporting

> Classify spend against custom categories, re-run agent classification on a bill, and pull a CFO-ready spend summary.

<Update label="2026-06-11" tags={["Feature","Release"]} description="Spend intelligence">
  ## New

  ### Spend categories

  Define custom spend categories at the Client level that cascade to every organisation underneath. [List](/api-reference/endpoint/spendcategories/list-client-spend-categories), [create](/api-reference/endpoint/spendcategories/create-client-spend-category), and [update](/api-reference/endpoint/spendcategories/update-client-spend-category) 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](/api-reference/endpoint/payables/resolved-spend-categories) — Dolfin system defaults unioned with its Client's custom categories.

  ### Re-classify a bill

  [Re-run the agent spend-classification pass](/api-reference/endpoint/payables/re-classify-a-bill) 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](/api-reference/endpoint/payables/spend-summary) 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)

  <Note>Pay by bank is in beta.</Note>

  [Pay a bill directly from a bank account](/api-reference/endpoint/bankpayments/pay-a-bill-by-bank-open-banking) over open banking. [List the banks available](/api-reference/endpoint/bankpayments/list-banks-available-for-pay-by-bank) for pay by bank, initiate a payment, and [track its status](/api-reference/endpoint/bankpayments/list-bank-payments-for-a-bill) against the bill.

  ### Products priced per currency

  Products can now carry a price per currency, so the right amount is applied automatically when you invoice in different currencies, with added support for UAE tax.
</Update>