Bank statement → expenses
Upload a full tax-year account statement. Every transaction is read from the running balance — so not a single one is missed — categorised per tax rules, and your income, expenses, and cash balances are computed. Account numbers are masked; the raw file is kept encrypted.
Upload the tax-year statement (PDF)
Digital bank PDFs are parsed deterministically. PII is masked before anything is shown.
AI categorisation
Refines only the rows the rules can't place — deduped, one cheap batched call, cached. Amounts are never touched; masked text only.
Tip: select a return first to post the results and keep the file in the vault.