Every transaction — from CSV imports, receipt scans, or manual entry — goes through the AI categorization engine. No manual sorting required.
The AI assigns categories based on merchant name, description, and historical patterns. You review the categorized list and adjust anything with one click.
View expense breakdowns by category, client, or time period on the dashboard. Export filtered reports as CSV for tax season or your accountant.
When tax season arrives, your expenses are already categorized and documented. Export a CSV of all deductible expenses with supporting receipts attached — hand it directly to your accountant.
The AI flags recurring expenses and groups them. See exactly how much you spend monthly on SaaS tools, hosting, and subscriptions — and which ones you might have forgotten about.
Link expenses to specific clients or projects. See at a glance whether a client relationship is actually profitable after accounting for all related expenses.
The AI analyzes the merchant name, transaction description, amount, and historical patterns to assign categories. For example, 'Adobe Creative Cloud' is categorized as Tools & Software, while 'Uber Eats' goes to Food & Dining. You can override any category with one click, and the AI learns from your corrections over time.
Yes. The default category taxonomy (Infrastructure, Tools & Software, Food & Dining, Transportation, Office Expenses, Health, Utilities, Shopping, Travel, Entertainment, Project Income, Consulting Services, and Others) is fully customizable. Add, rename, or remove categories to match your workflow.
Yes. Export your expenses as CSV anytime with one click. The export is BOM-encoded for Excel compatibility. You can filter by date range, category, or client before exporting.
Yes. Each expense retains its original currency, and all amounts are converted to your configured base currency using daily exchange rates for consistent reporting. You can view reports in any supported currency.