1. Upload your export
A CSV file from your bank, credit card, Square, Clover, PayPal, Stripe or bookkeeping tool. Look for "Export" or "Download transactions" and pick CSV.
Your file stays on your device. We add it up right here in your browser and never upload it. If you ask the AI a question, only the totals you see below are sent.
2. Check the columns
We guessed which column is which in . Fix anything that looks wrong.
Net by month money in minus money out
Month by month
Where your money goes
Who you paid most, grouped by name.
Biggest expenses
Where your money comes from
Want this set up just for your business?
We can tailor this app to how you work, with your branding, your prices and your tools.
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