Financial Dashboard
Turn confusing bank PDFs into a clear, interactive spending dashboard.
About This Tool
You want to control your money. But PDF statements are just clutter. We believe you shouldn’t need to be a spreadsheet expert to track your spending. That’s why we built this dashboard. Just upload your PDF. We organize the mess into simple charts. Stop guessing. Start knowing exactly where your money goes.
The Problem It Solves
Bank statements are just messy lists of numbers. You stare at them, unsure where your money actually went. It’s stressful. You might miss hidden fees or subscriptions because the data is stuck in a PDF. This tool fixes that. Upload your statement and get a clear dashboard instantly. See exactly where you spend in seconds.
When to Use This
- You want a monthly spending breakdown without giving a third-party app access to your bank login.
- You're getting ready for tax season and need to find specific deductions.
- You have statements from different banks and want to see them all in one place.
How It Works
The app uses OCR to read the text in the PDF. Then, an LLM looks at the transactions to figure out the structure—it ignores the headers and footers and focuses on the dates and amounts. It classifies each merchant (like 'Starbucks' to 'Food') and displays it all in a dashboard.