Import bank statements, auto-categorize transactions with AI, and get instant insights into your business spending. All with NO statements & NO personally identifiable information stored on our servers, EVER.
Everything you need to track, categorize, and analyze your business expenses in one place.
Import bank statements directly from PDF or CSV files. Supports statements from any bank.
Let AI automatically categorize your transactions into 23 business expense categories. Correct one and it learns the vendor, so the next charge lands right the first time.
Create auto-categorization rules for recurring vendors. Once set, transactions are categorized instantly.
See monthly, yearly, and category breakdowns instantly. Track top spending categories at a glance.
We extract your transactions from your bank and card statements, then discard the original files - we never keep your statements. Only the extracted transaction data is saved to your account.
Download categorized expenses for tax prep, accounting, or personal records in multiple formats.
AI detects recurring charges automatically. Track monthly costs, set renewal reminders, and never forget a subscription again.
Connect your Microsoft 365 mailbox and each charge is paired with its own receipt email — matched on the exact amount and the sending merchant, with the receipt attached to the transaction. If nothing matches with certainty, it links nothing rather than guessing.
Upload a statement and the rest runs on its own: every transaction categorized, given a plain-English description, and matched to its receipt. Come back to a finished month, not a to-do list.
ExpenseTrack PRO adds a complete invoicing and accounts-receivable suite — the money coming in lives right alongside the money going out.
Create, send, and track invoices with a clean, printable PDF layout. Mark them paid and watch balances update automatically.
Keep every client's details and invoice history in one place, with outstanding balances visible at a glance.
Sync PayPal transactions and match them to invoices, so you always know what's been paid and what's still open.
Set up templates that bill clients monthly or annually. Recurring invoices generate on their own, so retainers run hands-free.
See outstanding, overdue, and paid-this-month across your whole book at a glance, with your top open clients front and center.
Set your company details, payment terms, and tax defaults once — they flow onto every invoice you send.
Retainer invoices are drafted ahead of their billing date and sit as upcoming, so next month's income is on the books before it goes out. They activate on the day themselves.
Every line item you invoice is saved with its price and filed under a service category you define. Pick it from a dropdown next time, and see which service lines actually earn.
Photograph a check, receipt, or vendor invoice and the amounts, dates, and merchant are read off it and posted to your books. The image itself is never kept.
A sleek, dark interface designed for professionals who need to track expenses efficiently.
See your monthly and yearly spending at a glance. Track top expense categories and monitor transaction counts with beautiful stat cards.
Pre-configured with all the expense categories your business needs. Create custom categories with unique colors and icons.
Import statements via CSV, single PDF, or bulk PDF upload. AI-powered parsing extracts all transaction data automatically.
Your original statements are processed in real time and discarded - we never store the source files. The transactions we extract are saved securely to your account so they are there when you return.
Statements are processed in memory and immediately discarded.
All data transfers protected with TLS 1.3 encryption via Cloudflare.
Even if hackers breach our servers, there's only numbers in tables. Nothing is attached to you, we have a 100% Zero Statement Retention policy.
We use Mistral.ai for the default LLM OCR option. Mistral's OCR API has a Zero Data Retention policy (ZDR) enabled by default.
{"data_storage":"none","pii_collection":false,"encryption":"TLS 1.3","retention_period":"0 seconds","third_party_sharing":false,"architecture":"zero_knowledge"}
Join business owners who trust ExpenseTrack.ai to manage their finances. No signup required, no credit card, no data stored.
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