Organization add-on · Early access

Upload the receipts. Get the categories.

Finance teams spend nights sorting expenses by hand. Upload receipts, invoices or bank statements. AI places each line into Food, Medical, Transportation, Office, Education, Utilities or Projects - and tags by grant, donor or program.

Join the early access waitlist

Early access for Organization plan teams · Free while in preview

Categories you start with

Add your own program labels. Tag by grant or donor when it matters.

1Food, Medical, Transportation

2Office, Education, Utilities

3Project-tagged spend

4Grant and donor tags

Cleaner books without a weekend of sorting.

Import the month’s documents. Review suggested categories. Export for monthly reports and budgets.

Upload documentsReceipt photos, invoice PDFs or a statement export.

AI suggests categoriesEach line gets a category plus optional grant or program tags.

Confirm and reportFix anything off. Export for monthly close or donor budgets.

Less bookkeeping grindSorting moves from nights-and-weekends to a short review.

Faster monthly reportsCategories are ready when leadership asks for the summary.

Cleaner financial recordsConsistent labels instead of five staff spelling “transport” six ways.

Better budgetingSee spend by program and grant without rebuilding pivots each month.

Questions

Works with Thai bank statements?

Common CSV/PDF exports are in scope for early access. We’ll list supported formats when you join.

Can we set our own categories?

Start from the defaults, then add program-specific labels your board already uses.

Minimal design. Professional output. Built for NGO finance, not for startup hype decks.

Early access · Pair with Donation Receipt Scanner when both are live.