Part of the AI operating layer Finance agent · Active

Money under control,
currency by currency

Finance helps you record expenses, receipts, bills and budgets, then review suggested categories and summaries. It keeps currencies separate and is not tax, investment or legal advice.

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What Finance does for you

Tools for organizing user-provided records. Extracted fields, categories and scenarios should be reviewed before you rely on them.

Receipts, expenses & bills

Add receipt images or PDFs, review extracted amounts and dates, and keep the source attached. One-time invoices can be recorded manually. Bank-statement import and direct bank sync are not currently offered.

Scan/upload Source review Dates & amounts

Suggested expense categories

Finance can suggest categories for recorded transactions. You remain in control and can review or correct every result.

Suggested categories Editable categories Reviewable

Budgets & summaries

Create category budgets and request summaries from the records you added. Results depend on complete, accurate source data.

On request Per-category Source-based

Explicit multi-currency records

Store EUR, USD, GBP and other currencies without silently mixing totals. Any conversion or scenario must state its rate and assumptions.

EUR · USD · GBP+ No silent mixing Explicit assumptions

A calm financial command center

This illustrative workspace shows the intended structure. The live interface and available actions may differ until each release flow is verified.

Record expenses, income, invoices and budgets
Review extracted fields and suggested categories
Ask questions grounded in your stored records
Treat forecasts and scenarios as estimates with stated assumptions

Examples you can ask Finance to prepare

Log income Log expense Record invoice Set budget Run analysis View report Set reminder

Your money data stays yours

Finance records are owner-scoped and sensitive transaction fields use application-layer encryption. The shared BASE conversation may provide selected context to the specialist handling your request; exports and account controls remain available from Profile.