Statements in, clarity out

Your statements, sorted by AI.

Upload your bank and card statements and FNF Expenses reads every line, sorts each transaction into a category, and turns it all into clean reports and dashboards. Built for budgeting, cash flow, and tax season.

Upload a PDF or CSV. No manual data entry.

ImportBank & card statements
SortAuto-categorized
SeeReports & dashboards
Ready forBudgets, cash flow, tax
How it works

Three steps, no spreadsheets.

From a stack of statements to a clear picture of where your money goes, without touching a spreadsheet.

Step 01

Upload your statements

Drop in PDF or CSV statements from your bank and cards. Add as many accounts as you need.

Step 02

AI sorts every transaction

Each line is read and placed into a category automatically. Review and adjust anything, and it learns your preferences.

Step 03

Get reports and dashboards

See spending by category, month, and account, with clean dashboards and exports you can hand to your accountant.

Features

Built for the whole picture.

Automatic categories

Every transaction sorted into clear categories, with rules that learn how you like things labeled.

Reports and dashboards

Spending by category, month, and account, in dashboards that make the trends obvious at a glance.

Budgets and cash flow

Set budgets by category and watch cash flow month to month, so nothing sneaks up on you.

Tax-season ready

Group business and deductible spending and export clean summaries when it is time to file.

Every account together

Bank accounts and cards side by side, so your full financial picture lives in one place.

Fix it once

Recategorize a transaction and FNF Expenses remembers, so your reports keep getting cleaner.

Your financial data stays yours.

We use your statements only to categorize your transactions and build your reports. We do not sell your financial data or use it for advertising, and you can delete your data at any time. Read the privacy policy.

Stop sorting transactions by hand.

Upload your first statements and see your spending sorted in minutes.

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