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  4. How Does the Osome Transactions Feature Streamline My Accounting?

How Does the Osome Transactions Feature Streamline My Accounting?

  • Published: 12 November 2025

The Transactions page is redesigned to give you a smarter, faster, and clearer view of your finances:

  • “Needs Attention” filter: Quickly see transactions requiring action, like missing documents or unresolved items.
  • Date & account filters: Focus on the transactions that matter most.
  • Bulk uploads: Drag and drop supporting documents directly into your transaction list.
  • Collaborate with your accountant: Comment directly on transactions or ask questions, keeping everything tied to the right record.
  • Smart statuses: Know instantly whether a transaction is uploaded, processing, reconciled, or requires review.
  • Real-time syncing: Works with Stripe, PayPal, Aspire, Wise, Revolut, and more.
  • AI-powered categorisation: Reviewed by accountants, with alerts and deadlines in your Command Centre.

This feature is currently available only to Osome Accounting clients, not Xero users.

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