Invoice &

Small business invoicing

Track and approve invoices from vendors like AWS, with automatic OCR extraction of line items and totals.

Freelance expense management

Manually log income and expenses, categorize by type (e.g., Rent, Technology), and view running totals.

Financial querying

Ask the AI assistant natural-language questions like "What's my net balance this month?" and get instant answers.

Audit compliance

Use the mandatory approval workflow with timestamped audit trails to review and approve invoices.

Multi-currency accounting

Handle invoices and transactions in different currencies with separate ledgers for expenses and income.

Data privacy-focused finance

Process sensitive financial documents locally without uploading to any third-party cloud service.

AI Invoice OCR

Upload PDF or image invoices and let the local Qwen2.5 model automatically extract vendor names, invoice numbers, line items, dates, and tax amounts.

Manual Invoice Entry

Fill in invoice details manually—vendor, line items, dates, tax, currency—when no file is available, and it enters the workflow as a fully structured invoice.

Expense & Income Tracker

Manage separate ledgers for expenses and income with category management, search, filtering by status and date, and running totals across your full history.

Multi-currency support

Handle transactions in different currencies within the same ledger system.

Invoice Approval Workflow

Review AI-extracted fields, correct errors, then approve or reject with a mandatory reason; every action is logged in a timestamped audit trail.

Invoice ↔ Transaction Linking

Approved invoices link bidirectionally to tracker entries, preventing duplicate entries and allowing instant navigation between invoices and transactions.

Excel Export

Export any filtered view of invoices or transactions to a formatted Excel workbook, including a dedicated line items sheet, with a native save dialog and no third-party upload.

AI Financial Assistant

Ask natural-language questions about your finances; the context-aware chat assistant reads your live database at the start of each conversation and runs locally via llama.cpp.