MVP built · Validation in progress
Turn messy bank statements into clear reports.
Individuals, freelancers, small businesses and financial professionals who need fast statement clarity without adopting full accounting software.
Statement reviewFrom raw rows to a report you can inspect.
IncomeMapped
HousingReview
SubscriptionsReview
TransfersCheck
Category check3 items need review
Corrections update totals and charts before export.
No bank connection required01 / USER JOURNEY
Make the useful path visible.
- Upload a compatible bank-statement CSV
- Review income, expenses and suggested categories
- Correct categories while totals and charts update
- Export a clean report for review or preparation
Responsible by architecture.
The prototype keeps sources, assumptions, privacy and human control inside the experience rather than adding them after launch.
Schema validation
Editable categorization
Reactive summaries
Report export
PRIVACY
Control stays visible.
No bank login is required
The MVP is designed around browser-based processing
Any future cloud or AI processing must be introduced with explicit consent and updated privacy terms
IMPACT METHODS
Measure before claiming.
Time spent preparing statement summaries Methodology
Manual categorization reduced Methodology
Reports prepared without a bank connection Methodology
PILOT ASK
Prove usefulness before scale.
Individuals and financial professionals who can test varied bank CSV formats, categorization accuracy and the practical usefulness of the exported report.
Start a pilot conversation