Transaction intake

Upload, categorize, review.

Drop a bank export. The agent assigns a category and confidence to every row, then you review the table and override anything that needs a fix.

Step 1 · Upload

Step 2 · Map columns

Step 3 · Review

Done

Upload a CSV

First row should be column headers — date, vendor, amount, account. We never upload your file anywhere.

Choose a .csv file

The file is parsed in your browser — nothing is uploaded.