Build customer export APIFIN-241 · Story
CapEx
AI-assisted finance review
Classify technology work with clear evidence.
Apply your capitalization policy to Jira exports and get a first-pass CapEx or OpEx recommendation, confidence score, and review notes.
Local processingruns with Ollama
Policy baseduses your standards
Human reviewedsupports final judgment
JIRA EXPORT
Q3 platform work
12 items
Fix invoice retry timeoutFIN-244 · Bug
OpEx
Upgrade analytics pipelineFIN-250 · Task
CapEx
Company standards applied
91% avg. confidence
A consistent handoff across
ENGINEERING→FINANCE→AUDIT
PRODUCTION USE
Used in production.
Client implementation
A client tested the approach in an Apptio Targetprocess production environment and deployed the implementation with Kiro.
Use cases
Where the classifier helps.
Prepare finance reviews, identify exceptions, and make classification decisions easier to explain.
Portfolio capitalization review
Screen a Jira export before period close and give finance a first-pass view of which work may create a multi-year asset.
Likely CapEx7
Likely OpEx5
Human review remains the final control.
Ambiguous work triage
Surface low-confidence items and mixed signals so finance and engineering know where a conversation is actually needed.
See the review flow →Audit-ready explanations
Pair every label with matched policy, evidence, confidence, and plain-language reasoning a reviewer can follow.
Explore the outputs →Policy consistency checks
Apply the same classification standards across teams instead of relying on different interpretations in every review.
Format your standards →Tech-to-finance translation
Turn issue types, implementation language, and project context into signals finance can challenge and refine.
Read the article ↗How it works
A review workflow, not a black box.
The classifier organizes evidence and highlights uncertainty. Finance retains the final decision.
Read the quick-start guide →-
01
Load company standardsCategories, allowed issue types, descriptions, and rule keywords.CSV
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02
Classify Jira itemsBatch issues against those standards with confidence scoring.AI
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03
Generate the evidenceProduce structured results and an auditor-friendly reasoning report.REPORT
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04
Review exceptionsUse human judgment for uncertain, material, or policy-sensitive cases.HUMAN
Project background
How AI can help bridge the gap between tech and finance.
Read why this workflow focuses on clearer handoffs between technical teams and finance.
Try the classifier
Evaluate it on your own work.
Use a small Jira export and your existing classification standards. Review the results before expanding the test.