Your financial snapshot
Turn statement CSVs into a clear picture of income, expenses, and transfers — starting with sample data.
Explore with sample transactions. Upload your own files afterward in your workspace.
Already know the drill? Open your workspace

1 · Try the demo
Start with demo checking and card transactions already loaded.
2 · Explore insights
Categorize expenses, filter the dashboard, and review the transaction list.
3 · Use your files
Open your workspace to upload statements and build a lasting ledger in the cloud.