AI Transaction Summary
Upload your transactions in any tabular format — CSV, TSV, or Excel — and get a thorough, honest, AI-written analysis of your business finances. The AI will first confirm the file actually contains transactions, ask you a few quick questions about your business, then take its time to write a deep summary grounded in your real numbers.
Before you upload — remove confidential data
Your file is sent to a third-party AI (Groq) for analysis. Please strip out anything sensitive first — customer names, phone numbers, addresses, account numbers, ID numbers, employee details, or anything you wouldn't want a stranger to read. The AI only needs dates, amounts, and optional categories / payment methods to do its job.
Upload your transactions
CSV, TSV, or Excel (.xlsx, .xls). Any tabular layout works as long as it has a header row, dates, and amounts. Up to 2 MB and 1,000 rows.
Your file is processed in memory and deleted as soon as the summary is ready. Nothing is stored on our servers.