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Welcome to AI2Fin

Get up and running with AI2Fin’s AI-powered financial management platform in just a few minutes. This guide will walk you through the essential steps to start managing your finances intelligently.
Prerequisites: You’ll need bank statements or transaction data in CSV format, and basic business information for tax settings.

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Step 1: Create Your Account

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Sign Up Process

  1. Visit the Platform
  2. Account Setup
    • Enter your email address
    • Create a secure password
    • Verify your email address
  3. Business Information
    • Company name and type
    • Business registration number
    • Primary business address
    • Tax year settings

Pro Tip

Set up your account with accurate business information for better AI categorization and tax optimization.

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Step 2: Import Your Financial Data

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CSV Import Process

1

Prepare Your Data

Export your bank statements from your banking platform in CSV format. Most banks support this export feature.
2

Upload to AI2Fin

  1. Go to the Dashboard
  2. Click “Upload CSV” or “Import Data”
  3. Select your CSV file
  4. Confirm the upload
3

Data Processing

AI2Fin will automatically process and categorize your transactions using AI algorithms.

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Supported CSV Formats

  • Standard CSV: Most banks worldwide support CSV export
  • PDF Statements: Universal bank statement format
  • Custom Formats: Flexible import mapping for any bank
  • Multi-Currency: Support for international transactions
  • Accounting Software: QuickBooks, Xero, and other exports
  • Date: Transaction date (DD/MM/YYYY format)
  • Description: Transaction description
  • Amount: Transaction amount (positive for income, negative for expenses)
  • Balance: Account balance (optional)
  • Reference: Transaction reference number (optional)

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Receipt Capture (Mobile & PDF)

Snap or Upload

  • Tap the camera icon in chat to photograph a receipt on your phone
  • Upload images or PDFs (JPG, PNG, PDF, HEIC) through the chat attachment button
  • Store the asset securely for linking to transactions or expenses later

AI Extraction

  • The assistant reads merchant, date, total, and GST from every file
  • Matches receipts to transactions within ±7 days and ±1% amount tolerance
  • Creates a new expense automatically when no match exists

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Step 3: Configure Your Categories

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Default Categories

AI2Fin comes with pre-configured business categories:

Office Expenses

Rent, utilities, office supplies, equipment

Professional Services

Legal fees, accounting, consulting

Travel & Transport

Vehicle expenses, fuel, public transport

Marketing & Advertising

Online ads, print materials, events

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Custom Category Setup

1

Access Categories

  1. Go to Dashboard → Categories
  2. View existing categories
2

Create New Categories

  1. Click “Add Category”
  2. Enter category name and description
  3. Set tax deductibility status
  4. Save the category
3

Configure Rules

Set up automatic categorization rules for consistent processing.

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Step 4: Set Up Tax Preferences

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GST Configuration

GST Settings

Configure your GST preferences for accurate tax calculations and reporting.
1

Enable GST

  1. Go to Settings → Tax Preferences
  2. Toggle “Enable GST”
  3. Set your GST registration status
2

Configure Rates

  • Default GST rate: 10%
  • Custom rates for specific categories
  • Zero-rated items configuration
3

Business Use Percentage

Set default business use percentages for different expense types.

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Tax Deduction Settings

  • Home Office: Rent, utilities, internet (proportionate)
  • Vehicle: Fuel, maintenance, registration (business use %)
  • Professional Development: Training, courses, subscriptions
  • Equipment: Computers, software, office furniture
  • Record Keeping: Maintain detailed transaction records
  • Receipt Storage: Keep receipts for all deductible expenses
  • Business Purpose: Document business use for mixed expenses
  • Audit Trail: Ensure complete audit trail for all transactions

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Step 5: Explore the Dashboard

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Main Dashboard Elements

Financial Overview

Real-time statistics and key metrics

Recent Transactions

Latest transactions and AI categorization

Quick Actions

Fast access to common tasks

System Status

AI services and connectivity status
1

Sidebar Navigation

Access all features through the organized sidebar menu:
  • Inputs: Bank Transactions, Email Processing
  • Personalize: Categories, Custom Rules, Allocations
  • Analysis: All Transactions, Expenses, Patterns, Travel
  • Reports: Insight+, Tax Export, AI Assistant
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Quick Actions

Use the dashboard quick action buttons for:
  • Creating new expenses
  • Setting up recurring bills
  • Logging travel expenses
  • Uploading CSV files

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Step 6: Start Using AI Features

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Smart Categorization

AI Categorization

Let AI automatically categorize your transactions based on patterns and machine learning.
1

Review AI Suggestions

  1. Go to All Transactions
  2. Look for uncategorized transactions
  3. Review AI suggestions
2

Accept or Modify

  1. Accept AI suggestions that are correct
  2. Modify incorrect categorizations
  3. AI learns from your feedback
3

Bulk Processing

Use bulk categorization for multiple similar transactions.

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Pattern Analysis

AI2Fin automatically detects recurring patterns in your transactions, such as monthly bills and regular expenses.

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AI Assistant Kickstart

Chat with AI2Fin

  • Ask “Show my expenses without receipts” to surface missing documentation instantly.
  • Upload a photo and say “Create a transaction from this” to extract data and file it automatically.
  • Request “What is my GST liability this quarter?” for a tax-ready breakdown using your configured rates.
  • Run bulk actions like “Categorize every Uber ride as Transport” without leaving the chat window.

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Next Steps

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Explore Advanced Features

Travel Expenses

Set up vehicle tracking and mileage logging

Custom Rules

Create automated processing rules

Tax Exports

Generate tax-compliant reports

API Integration

Connect with other business tools

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Get Help

Need Assistance?

Contact our support team for personalized help with setup and configuration.

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Troubleshooting

Common Problems:
  • Incorrect date format
  • Missing required columns
  • Special characters in descriptions
Solutions:
  • Use DD/MM/YYYY date format
  • Ensure Amount column exists
  • Clean up transaction descriptions
Common Problems:
  • AI not categorizing transactions
  • Incorrect category suggestions
  • Missing categories
Solutions:
  • Check AI service status
  • Provide feedback to improve accuracy
  • Create missing categories manually
Congratulations! You’re now ready to start using AI2Fin for intelligent financial management. The AI will continue learning from your usage patterns to provide better insights and automation over time. Ready for more? Explore our Dashboard Navigation Guide or learn about Smart Categorization.