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What AI2Fin does

AI2Fin is an AI-powered financial management platform that turns the messy stream of your business transactions, receipts, and bills into clean, categorised, tax-ready records — automatically.

Live platform

Open AI2Fin and start managing your finances with AI today.

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What you can do

Bring in your data

Import bank statements by CSV, capture receipts and bills by email or photo, and add transactions manually — all in one place.

Let AI do the sorting

Transactions are categorised, recurring bills detected, and spending patterns surfaced automatically — so your books stay current without manual entry.

Stay tax-ready

GST/VAT is calculated and filled in for you, business-use is tracked, and receipts are matched to the right transactions for a clean audit trail.

Ask in plain English

The built-in AI assistant answers questions, runs bulk updates, and captures receipts — just by chatting.

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How AI2Fin works for you

1

Understands each transaction

AI2Fin works out whether each transaction is income, an expense, or a transfer, its likely category, and whether it’s tax-deductible.
2

Finds the patterns

Recurring bills, subscriptions, and spending trends are detected automatically, so nothing slips through.
3

Keeps you compliant

GST/VAT is applied for your country, business-use percentages are tracked, and receipts are kept against each expense.
4

Gets smarter as you go

Your edits teach AI2Fin your preferences, so categorisation keeps improving.

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Bring in your data

CSV import

Upload statements from any bank — with validation, duplicate detection, and bulk processing.

Email receipts

Forward receipts and bills to AI2Fin and they’re extracted and matched to the right transactions automatically.

Manual & photo entry

Add transactions by hand, or snap a receipt photo in chat to create an expense instantly.

Bank connectors

Coming soon: direct bank connections for real-time transaction sync.

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Manage, analyse, and export

A real-time overview of your finances — spending trends, cash-flow, budget tracking, and visual charts you can customise.
Powerful filtering and search, bulk operations, smart categorisation, receipt-coverage insights, and automatic GST/VAT — with mobile photo and PDF capture straight from chat.
Tax-compliant reports, profit-and-loss and expense summaries, and exports to CSV, PDF, Excel, or JSON for your accountant or accounting software.

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Conversational control center

The AI2Fin assistant is an AI bookkeeper across the whole platform:
  • Run bulk categorisation, GST updates, and receipt uploads with plain-language commands.
  • Query any transaction by GST status, business-use, or missing documentation.
  • Capture receipts by photo or PDF for instant extraction and matching.
  • Ask about budgets, GST liability, or upcoming bills and get clear next steps.
Every chat is authenticated and logged with attachments for a complete audit trail. Learn more in the AI Assistant guide and connect it to Transaction Management.

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Security & privacy

Your data is protected

  • Encrypted in transit and at rest
  • Stored only against your account
  • Export or delete it any time

Privacy by design

  • We only process the data you give us
  • GDPR-aligned data handling
  • Clear consent and deletion controls

Account security

  • Multi-factor authentication
  • Role-based access
  • Activity audit logs

Built for compliance

  • GST/VAT and regional tax support
  • Receipt and record retention
  • Audit-ready trails

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Global tax compliance

AI2Fin supports businesses worldwide with GST/VAT, sales tax, and regional reporting. Localised tax rates for many regions are applied automatically, so your reports use the right rates and terminology.

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Available now

Transaction management

Process, categorise, filter, and manage transactions at scale.

AI categorisation

Automatic, learning categorisation for every transaction.

Pattern analysis

Detect recurring bills and spending patterns automatically.

Email receipts

Forward receipts and bills for AI extraction and matching.

AI assistant

A conversational AI bookkeeper across the platform.

Insight+ analytics

Deep insights with trend and cash-flow analysis.

Allocations

Set category budgets and track spending against them live.

Travel expenses

Vehicle trip tracking with mileage logging and tax compliance.

Tax export

Generate tax-compliant reports and export data for filing.

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Coming soon

Bank connectors

Direct bank integration for real-time transaction synchronisation.

iPaaS & middleware

Connect AI2Fin to Zapier, Make, and other automation platforms.

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FAQs

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How does AI2Fin scale for growing finance teams?

AI2Fin is built to onboard new regions, banks, and tax rules without disruption, so growing teams can add markets and accounts as they expand.

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How are GST/VAT rates handled?

AI2Fin stores localised tax rates for many regions and applies the correct rate automatically across your expenses, bills, and exports — no manual lookup needed.

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How is receipt compliance enforced?

Receipts are extracted, matched to the right transactions, and stored against your records. Missing-receipt filters and AI assistant prompts help you close documentation gaps before tax time.
Ready to explore? Start with the Quick Start Guide or dive into Smart Categorisation.