This just changes which categories the AI looks for — food cost for restaurants, inventory for shops, home-office for freelancers.
2
Add your bank statements or receipts
📎
Drag files here, or click to choose
PDF, Excel (.xlsx/.xls), CSV, or photos (JPG/PNG) — bank statements or receipts
or paste transactions as text
Negative = money out, positive = money in.
Reading your transactions…
3
Review the categories
Description
Category
Amount
+0 more transactions found — unlock to review and include them in your statements.
4
Your statements
Based on 10 of 0 transactions found. Unlock to include all of them in your final numbers.
Profit & Loss
Cash Flow
Balance Sheet (simplified)
Built from bank activity alone, this is a simplified snapshot — it won't include things like unpaid invoices, equipment you already owned, or existing loan balances unless you add them. For a complete Balance Sheet, those need to be entered once when you set up your account.
Unlock your full report
$10/month
Demo only — no real payment is processed here. In the live product, this is where Stripe checkout runs.
Professional review add-on
+$15/month
A licensed accountant reviews your categorized statements before you file, and flags anything that looks off. (This is where Stripe billing would sit in the real product.)