Feature · Smart Coding

Coded to the right account. Matched to the right client.

Every expense gets checked against your real chart of accounts first. Every name gets matched by fuzzy logic, not exact spelling. When either isn't confident, Max'd Out asks instead of guessing.

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Two-gate expense categorization

Every expense runs through two checks before it's coded — the first against your own accounts, the second against confidence. Nothing gets a made-up category name.

Gate 1 — Confident match

Checked against your active chart of accounts first — the accounts you actually use, not a generic list.
No match there? Falls back to a 49-account master template built for field service trades, so it's never inventing a category name.
Confident match either way → coded and confirmed automatically. No question asked.

Gate 2 — Low confidence

Sends a 3-option text: use the closest match, add this as a new category, or skip it to your exceptions for later review.
Adding a new category walks you through naming it and picking Expense or Cost of Goods Sold — saved for next time.
Skip it and the entry still gets captured — it's flagged for review, never dropped.

Fuzzy client & vendor matching

However you refer to someone, Max'd Out resolves it to the same record — "Fox," "Sarah Fox," "the Fox job," and "Fox's place" all mean the same client. When it's not confident, it asks rather than assumes.

Unknown names get caught, not guessed

Every name is checked against your rosters before anything posts. An unrecognized client stops the entry cold until you say who they are. An unrecognized vendor never blocks the expense — it logs immediately, then Max'd Out asks for the vendor's details so your roster stays complete.

New client intake, one ask

Confirm a name is new and Max'd Out asks for name, address, phone, and email in a single prompt — then reads it all back for you to confirm before anything is saved.

See the matching logic in action on How It Works →

Smart Coding

Nothing coded on a guess. Nothing matched by accident.

Confident matches happen automatically. Anything else gets a quick question first.

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