Financial Data Aggregation Made Simple
Consolidate all your financial data in one place - from multiple credit cards, Excel sheets, and vendor reports.
Universal Excel Import
AI-powered import that automatically adapts to any Excel template structure, columns, and formatting
Import Excel Files
Our AI analyzes and adapts to any Excel template, intelligently mapping columns and data structures
Drag and drop your Excel file here, or
Voice Transaction Entry
Add single transactions quickly using simple voice commands via WhatsApp
WhatsApp Voice Transactions
Send voice or text messages through WhatsApp to add transactions
Spent $45.99 for office supplies
10:42 AM
Here's your transaction:
Type: Spend
Amount: 45.99
Date: [Date]
Comment: Office supplies
Reply with 👍 or 👎, or let me know what to change! 💰
10:42 AM
Business Data Integration
Easily consolidate vendor summary sheets and business reports
All Your Data in One Place
Import all your business data and view it in a single dashboard
For Every User
Our solution works for individuals, businesses, and financial professionals
Individuals
Individuals with multiple accounts and credit cards
- ✓ Multiple credit cards
- ✓ Personal tracking sheets
- ✓ Bank statements
Business Owners
Business owners managing vendor reports
- ✓ Vendor summary sheets
- ✓ Business expenses
- ✓ Revenue tracking
Financial Pros
Financial professionals consolidating client data
- ✓ Client data consolidation
- ✓ Multi-source reporting
- ✓ Financial analysis
Simple Pricing
Straightforward pricing with all features included. No hidden fees.
Monthly
All features included
- Universal Excel Import
- Voice Transaction Entry
- Business Data Integration
- Unlimited Data Sources
Yearly
Get 2 months free!
- Universal Excel Import
- Voice Transaction Entry
- Business Data Integration
- Unlimited Data Sources