By categorising your financial transactions, we can better identify the activities which may cause greenhouse gas emissions. This enables Sage Earth Carbon Accounting to estimate the emissions that are likely to have been caused by a business activity based on the amount spent.

We’ve developed a large set of ‘business activity’ categories to apply to your transactions which will help to determine your carbon footprint. The category shows the type of emissions generated and allows us to estimate a transaction’s impact based on the amount spent.

When your accounting platform syncs with our system, AI scans and categorises your transactions, helping Sage Earth Carbon Accounting to estimate your footprint and provide GHG emissions-relatedl insights.

While AI does most of the work, your confirmation of matched categories ensures maximum accuracy. Every time you confirm a category or re-categorise a transaction, you help the system improve, making the process more efficient over time. Sage Earth Carbon Accounting also checks and syncs new transactions daily.

If the AI is unable to fully categorise a transaction, it will leave it partially categorised or uncategorised. When this happens, there will be a ‘Categorisation required’ label. Edit and confirm categories to complete this module.

Your transactions are sorted into three sections:

The 'To Categorise' tab contains new transactions that are either uncategorised or partially categorised by AI. You can edit these transactions and add the required categories. Depending on the transaction, there may be one, two, or three levels of categorisation.
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​Find out more: Categorisation in the Sage Earth Carbon Accounting taxonomy

Where a transaction has been categorised by AI, you’ll see ‘Categorised by AI’ in the right-hand column.

Clicking on a transaction will bring up a ‘Transaction details’ side panel, which includes the supplier, spend amount (where user permissions permit), and spend description. You’ll also be able to see any categories that have been applied, and whether any additional levels of category are available.

The 'To Review' tab contains transactions that have been preliminarily categorised by AI. You can confirm the categorisation or edit it. Where additional category levels are available, you’ll see 'Categorisation Available,' in the Category column, and can refine the categorisation manually.
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The 'Confirmed' tab displays all transactions where categorisation has been confirmed and transactions that have been categorised. Once a categorised transaction is confirmed, it appears in this view.

To bulk apply or confirm categories, go to ‘Select items,’ select the required checkboxes, and click 'Edit Categories' or 'Confirm Categories.’ This will allow you to categorise multiple similar items.

Your active participation in categorisation ensures precise carbon footprint calculations and drives continuous improvement of our AI engine.