The #1 AI Expense Management Tool for Small Businesses
Simple AI Expense Management Software for Small Businesses
Upload your documents and our AI automatically categorizes and displays transactions. Save hours tracking expenses and gain spend visibility instantly.
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Visualize your spending in minutes with AI
- Visibility
- 100%
- See all your expenses in one visual dashboard
- Document Support
- 3 Types
- PDF, JPG, PNG file format supported
- Processing Time
- < 2 mins
- From upload to visual insights in seconds
Benefits
Save time managing your income and expenses
Simply upload your documents and our AI automatically categorizes every transaction to give you a clear, visual breakdown of your finances.
Visual Analytics
Instantly understand your spending with an intuitive pie chart breakdown.
Custom Categories
Transactions are automatically classified into expense categories you can customize.
Unified View
Combine data from bank statements, receipts, and invoices into one dashboard.
Compatible with all major banks
Process bank statements from all major banks and financial institutions in the US and around the world.
Multi-Format Support
Process PDFs, JPGs, and PNGs seamlessly in a single batch.
Exportable Data
Download your categorized data in Excel or CSV format for further analysis or reporting.
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- Is my financial data secure?
- Yes, we're based in the EU and take your privacy seriously. We use bank-level security and encryption to protect your data. Your documents and financial information are processed securely and privately.
- How does the expense tracking work?
- It acts as an automatic expense report generator. Upload your bank statements or receipts, and our AI extracts the data to organize your finances without manual entry.
- What kind of charts and insights will I get?
- You'll get an expense pie chart and monthly budget chart that provide instant spend visibility, showing you exactly how your budget is distributed.
- Can I use this for work travel or employee reimbursements?
- Absolutely. It's ideal for travel and expense management. Employees can upload receipts to create an employee expense reimbursement report easily.
- What types of documents can I upload?
- You can upload PDF bank statements, receipt images (JPG, PNG), and invoices. It serves as a comprehensive expense log for all your documents.
- Does it categorize specific expenses?
- Yes, the AI categorizes transactions automatically (e.g., 'Dining Out', 'Healthcare'). This helps you track your food budget and see a breakdown of healthcare spending.
- Which banks is the tool compatible with?
- Our tool supports bank statements from all major financial institutions globally. This includes US banks Chase, Bank of America, Wells Fargo, Citibank, TD, HSBC, Barclays, Lloyds, NatWest, as well as many others from around the world.
Visualize your expenses today.