Upload a CSV, Excel, or PDF file, pick up to 5 questions you want answered, and get clear answers instantly, right in your browser. Your file never leaves your device.
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Drop your file here, or click to choose one
Works with CSV, Excel, or PDF files that have a date, a description, and an amount: bank statements, sales logs, expense sheets, and more
Tip for accurate insightGlance reads whatever is in your file, so clear transaction descriptions and properly labeled columns give you the most accurate insight. Blank fields or generic codes make categories and totals less reliable.
Could not read that file
Here's what we found
Date column—
Description column—
Amount—
Rows read—
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Choose the questions you want answered. You can rename any of them to fit how you'd actually ask it.
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