Categorization Platform
Every transaction classified the instant it lands - by an AI trained on how medical & private practices actually spend and earn. Accurate, explainable, instant.
Get StartedNo more end-of-month cleanup
Instant & automatic
Transactions are categorized the moment they post - not weeks later.
Practice-aware
Understands payer deposits, private pay, supplies, and specialty-specific costs.
Explainable
Every call shows its reasoning, so your books are audit-ready and trusted.
Watch the Lucid platform in action
The end of end-of-month cleanup
For most practices, categorization is a monthly scramble: a bookkeeper guesses at hundreds of transactions weeks after they happened, and errors quietly compound until tax season. That lag is where inaccurate books, missed deductions, and painful closes come from.
Lucid's Categorization platform classifies every transaction the instant it posts, using an AI engine trained on how medical and private practices actually spend and earn - payer deposits, private pay, clinical supplies, equipment, and specialty-specific costs. Every decision is explainable, so your books are accurate, audit-ready, and trusted from day one.
Accurate books, with zero monthly scramble
Transactions stream in
Bank, card, and merchant activity flows into Lucid automatically as it posts.
AI classifies instantly
Each transaction is categorized the moment it lands, with the reasoning shown - not guessed at weeks later.
Your CPA reviews exceptions only
You and your dedicated CPA confirm the handful that need a human judgment call, and the books stay clean.
Good to know
How accurate is the AI categorization?
It is trained on practice-specific spending patterns and improves with your data - and every call is explainable and reviewable.
Is it included in my plan?
Yes - the Categorization platform is included with Lucid Bookkeeping.
Can I correct or override a category?
Always. Any override teaches the engine, so similar transactions are handled correctly going forward.
Will my books be audit-ready?
Yes. Every categorization keeps a documented, explainable trail your CPA can stand behind.