Import. Match. Done.
Import your transactions, match them to receipts, and close your books with confidence.
Three steps from messy records to clean books.
Upload a CSV from your bank. Transactions appear instantly with merchant names, amounts, and dates. Filter by category, status, or search.
Upload receipts or connect Gmail (Pro). Smart matching pairs receipts to transactions. Set categories per vendor — the system learns your rules.
Approve match suggestions, track budgets by category with threshold alerts, and get notified when you're approaching limits. Clean books, zero chaos.
Go beyond CSV imports with receipt management, OCR extraction, smart matching, and budget tracking.
Upload receipts (PDF, JPG, PNG) or import from Gmail. Organize and review in a central inbox with suggested/unmatched filters.
Extract merchant, total, and date from scanned receipts using Tesseract + OCRmyPDF. No cloud APIs — runs locally and free.
One-click approve or reject match suggestions. OCR hints improve accuracy. Link any receipt to any transaction manually.
Set a category once per vendor — future transactions auto-suggest the same category. Rules-based, deterministic, no ML.
Set monthly budgets by category. Get notified at 80% and 100% thresholds. Track spending trends across months.
Scan Gmail for receipt emails and attachments. Files saved to your own Google Drive. Lookback up to 4 years with safe throttling.
Start free. Upgrade when you need the full workflow.
OCR pages reset monthly.
Deep scans reset quarterly.
No add-ons or credits. Limits reset automatically.