Export your transaction history from any bank or payment platform as CSV. Don't worry about the format — every bank exports differently, and that's exactly what the AI handles.
Drag and drop the CSV file. The AI scans the headers, detects the delimiter, date format, currency symbols, and column meanings — all automatically. No template setup, no column mapping.
The AI shows you parsed transactions with categories, currencies, and matched clients. Review, make any adjustments, and import. Duplicate detection prevents double-counting.
You receive money via Stripe, PayPal, and bank transfer. Each platform exports CSVs in a completely different format. Upload all three — the AI handles each format differently, producing a unified transaction history.
Your Chinese bank exports CSVs with Chinese headers and yuan amounts. Your European bank uses semicolons and European decimal commas. The AI handles both formats natively — no manual reformatting.
Haven't done bookkeeping in 3 months? Download your bank CSVs for each month, upload them all, and let the AI process thousands of transactions in under a minute.
The AI is trained on 200+ bank formats and handles variations in column headers (in any language), date formats, decimal separators (dots vs. commas), delimiters (commas, semicolons, tabs), and currency representations. Even headerless CSVs are supported — the AI analyzes the data patterns to determine what each column represents.
The AI has been tested with CSVs from Stripe, PayPal, Wise, Revolut, QuickBooks, Xero, and 200+ banks worldwide including major Chinese, European, US, and Southeast Asian banks. If your bank exports CSV, it's almost certainly supported. If not, the AI learns from each new format it encounters.
Yes. If your CSV contains transactions in multiple currencies (common with Wise or Revolut exports), the AI detects the currency for each transaction individually. All amounts are converted to your configured base currency using daily exchange rates for consistent reporting.
The AI auto-categorizes transactions based on the merchant name, description, and amount patterns. Categories include Infrastructure, Tools & Software, Food & Dining, Transportation, Office Expenses, and 10+ others. All categories are customizable — you can override any AI-suggested category.
Yes! In addition to CSV, Tally Assistant supports PDF bank statements. Upload the PDF and the AI extracts transaction data using the same detection logic. This is especially useful for banks that only provide PDF statements.