financial management

Every transaction, read, matched and filed.

Upload a receipt, connect a bank, and watch every transaction get read, matched and categorized — for households and businesses, in any currency.

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Chen Household · full tier
>search everything_
THIS MONTH
$5,172.11
TOTAL ALL TIME
$14,122.17
NEEDS REVIEW
0
UNMATCHED
86
Where your money goes
Groceries
$1,445.00
Auto & Transport
$890.00
Utilities
$744.00
Shopping
$565.00
Dining
$249.00
Cash & ATM
$160.00

From a shoebox of receipts to clean books.

Receipt capture

Photo or PDF in, structured line items out. Merchant, date, tax and total pulled automatically.

Bank import

Connect accounts or import statements. Transactions land in one ledger across every account.

Reconcile

Receipts are matched to bank lines. Unmatched items surface in a single review queue.

Rules that learn

Categorization rules you can read and edit. Every correction makes the next month faster.

Duplicates caught

Same receipt twice, or the same charge on two cards — flagged before it reaches a report.

Reports

Monthly spend, category trends and exports ready for your accountant.

HOW AI SPEEDS THIS UP

Books that keep themselves up to date.

Every suggestion comes with its reasons, and nothing important changes without your approval. How we use AI >

No more typing receipts

Snap a receipt or forward an invoice — the amount, vendor and tax are filled in for you.

Saves hours of data entry every month.

Spending sorted automatically

Every transaction gets a category and learns from your corrections.

Unsure items wait for you — nothing is filed blindly.

Money leaks caught early

Double charges, duplicate receipts and unusual spending are flagged the day they happen.

You decide what to do — AI only flags.

Answers in plain language

Ask “what did we spend on fuel last quarter?” and get the answer with the receipts behind it.

Each person only sees what they’re allowed to.

Ready to stop chasing receipts?

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