Automations and shortcuts
Let your transactions arrive on their own.
Connect the channels where you already hear about your spending. You just review and confirm.
How it works
- 1
Pick the channel
Statement, bank email, recurring entry or share from another app.
- 2
Finance reads it
AI or the recurring rule prepares the suggestion with amount, date and category.
- 3
You confirm, it’s saved
Review, fix anything if needed and it’s saved in the right list.
Available automations
- Available
AI bank statements
Pro plan
Upload your bank statement (PDF or image). The app detects transactions, flags possible duplicates and shows them for review before saving.
- Coming soon
Automatic bank email
Pro plan
You’ll be able to forward your bank’s notification emails to your Finance address and each transaction will arrive as a pending item to confirm.
- Available
Recurring and subscriptions
All plans
Rent, utilities, installments and subscriptions are logged on their date, with an optional end date and an inactive-subscription detector.
- Available
Share to the app
All plans
From your phone, share a text or an image with Finance and the capture screen opens prefilled. Nothing is saved without your confirmation.
- Available
Receipt photo
Pro plan
Snap the receipt and get a suggestion with merchant, amount and date. If the date can’t be read, it’s left empty for you to fill in.
- Available
Voice and text in one sentence
Starter plan
Dictate or type several purchases in one sentence and review each suggestion separately.
- Available
Bank notifications
Native apps
With the iOS and Android apps, your bank’s alerts are captured right on your phone and arrive as suggestions.
Always with your confirmation
No automation creates transactions on its own: everything arrives as a suggestion or pending item that you approve.
Start organizing your money today.
Create your account and log your first expense in under a minute.