Drop in a CSV from your bank or card statement. Get back every transaction sorted into plain categories (fuel, supplies, software, meals, rent, taxes...) and a total per category - the tedious first step of doing your own books, done for you. Nothing is uploaded anywhere permanent; your file is processed and discarded. No bank login, no account, no signup required.
Click to choose a CSV, or drag one here.
Expects columns like Date, Description, Amount - most bank exports work as-is.
The free version is a fast first pass. Pro ($7/month, cancel anytime) is next: AI-cleaned categories (kills the "Uncategorized" pile), monthly auto-reports, and PDF statement support. Not live for purchase yet - leave your email and we'll let you know the day it ships - no spam, one email.
Read: How to categorize bank transactions for taxes →
Read: Uber/Lyft/DoorDash tax deduction categories →