Product-Level Categorisation

How It Works

• Extraction: Product Line Items are extracted from the receipt or invoice.
• Analysis: The individual line item description is analysed using Taggun Machine Learning algorithms.
• Categorisation: A category is assigned to the line item (from a finite list of categories).

Set-Up Process

1. Contact Taggun

Reach out to [email protected] to enable this feature for your account.

2. API Endpoints

Available under Verbose Data Extraction API Endpoints

• Upload File (verbose)
• Encoded File (verbose)
• URL (verbose)

3. Make an API call

No changes are required. This feature automatically returns data once activated by Taggun.

Example

Image

Response

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Access Path

Access the category for each line item via the path entities.productLineItems[x].data.category.data

wherex represents the index of a specific product line item within the productLineItems array

A snippet from the JSON Payload:

{
  "productLineItems": [
    {
      "data": {
        "category": {
          "data": "medication"
        }
      }
    },
    {
      "data": {
        "category": {
          "data": "toiletries"
        }
      }
    }
  ]
}

Standard Categories

Taggun offers the following standard product categories:

• clothing
• medical & health
• toiletries
• medication
• medical equipment
• mobility aids
• transport fees
• accommodation
• electronics and accessories
• phone charger/phone adapter lead
• holiday insurance
• baggage/luggage
• non-alcoholic drinks
• alcoholic drinks
• food & snacks
• sporting equipment
• sport clothing

Use Cases

• Shopping basket insights
• Detailed expense reports for business trips
• Personal budget tracking by product category
• Inventory management for small businesses

Considerations

• Categorising unique or custom products may be challenging with the default categories.
• Vague item descriptions could lead to broader, less specific categories or lower confidence.

Best Practices

• Combine with Merchant-Level Categorisation for comprehensive expense tracking.
• Consider reaching out to Taggun for customisation if the standard categories don't fully meet your needs.

Customisation

The product categorisation feature is powerful, but it may need fine-tuning to be truly effective for your unique setup. If the standard categories don't align with your specific requirements, reach out to us at [email protected] to set up custom categories.