Data insights & export tools
Export & Analytics
Export your data in CSV/Excel, analyze spend by category and account, and leverage AI for accurate insights.
CSV & Excel exportAI categorizationReal-time insightsMulti-account analytics
Export to CSV & Excel
Export transactions by month or custom range to CSV/XLSX. Includes categories, accounts, merchants and a summary sheet.
Dashboards & Insights
Track spending trends, category breakdowns and account distribution with real‑time updates.
AI Categorization
Transactions auto‑categorized with AI. We target 95%+ accuracy with quick human review when needed.
Privacy & Security
Read‑only connections, clear consent flows and safe infrastructure for your financial data.
Ready to export and analyze?
Connect your bank and start exploring your data in minutes.