Getting started
- Create an account and choose a plan (Professional starts with a 14-day free trial).
- Go to Upload and drop in a bank-statement or accounting CSV.
- Review your categorised transactions, then open the Dashboard.
- On Professional, open Forecast for a 3, 6 or 12-month projection.
Uploading data
Our parser auto-detects your columns — there is no manual mapping. It understands date columns in any common format, description/narration columns, a single amount column or separate debit/credit columns, parenthesised negatives such as (1,250.00), and UTF-8, Latin-1, Windows-1252 and UTF-16 encodings. Rows with an unreadable date or no amount are skipped and reported back to you — never silently altered.
Categories & the AI
Each transaction is classified into a meaningful income or expense category, tuned for Mauritian providers (CEB, CWA, MyT, MRA and more). You can correct any category from the Transactions page; corrections improve future classification for your account.
Dashboard & analytics
The dashboard shows income, expenses, net cash flow, savings rate, cash runway and month-over-month change, plus your top expense categories and recent activity. Analytics adds income-vs-expense trends and a category breakdown.
Forecasting
Forecasts use an ensemble of statistical methods and present an honest confidence band rather than a single misleading number. They are informational estimates to support planning — not financial, tax or investment advice.
Exporting & the API
Download a clean, categorised CSV any time from your dashboard, or pull insights, transactions and forecasts programmatically through the JSON API (see the API Reference). Data export and the forecast API require a Professional plan.
Account & security
Manage your company profile and plan under Account and Billing. You can export or permanently delete your account and all associated data at any time. See our Security and Privacy pages for how we protect your information.