Chat DataCapita Finance Manager

₹

Net cash flow

₹0.00

Credits minus debits in loaded data

↗

Total money in

₹0.00

0 credit transactions

↘

Total money out

₹0.00

0 debit transactions

≋

Transactions found

Upload a statement to begin

Cash flow over time

Monthly credits and debits from imported rows

WAITING FOR DATA

Spending categories

Estimated from transaction descriptions

Import bank documents

Multiple files, mixed formats, one workspace

LOCAL PARSING

⇧

Drop bank files here

CSV, XLSX, XLS, PDF or TXT. Scanned PDFs may need OCR first.

No files imported yet.

First-look insights

Quick checks on the data currently loaded

Upload a statement to generate a summary, spending signals and data-quality checks.

Insights are based only on rows the parser could recognize; they are not fraud detection or bank verification.

Recent transactions

Latest rows detected across imported files

Your transactions will appear here after import.

Document intake

Import multiple bank-related files together

MULTI-FILE

⇧

Choose or drop files

CSV · Excel · PDF text · TXT

Files stay in this browser session unless you export them.

Supported document types

CSV / TSV
Best for statement exports and transaction data.

Excel (.xlsx / .xls)
Reads the first worksheet and detects likely date, description and amount columns.

Text-based PDF
Extracts selectable text; layouts differ by bank, so always review rows.

TXT
Best-effort line parsing for exported text.

Scanned/image-only PDFs need OCR; this version will tell you if text is not extractable.

Imported files

Review import status and remove a file's transactions

No files yet.

Transaction explorer

Search, filter, review and export parsed rows

Import a statement to see transactions.

0 rows

Chat DataCapita Finance Manager

Ask questions about the imported data in plain English

FINANCE ASSISTANT

💡 IMPORTANT CURRENCY REMINDER

Make sure your transactions are in INR (₹) so our AI can deliver the most accurate insights and explanations.

Hi! I'm Chat DataCapita Finance Manager. Upload a bank statement first, then ask me to explain spending, compare months, find recurring payments, or summarize a document. I can only analyze the rows successfully imported here.

Local assistant works without an API key. Optional AI answers require configuring your own server key. Never upload PINs, passwords, OTPs or full card details.

Context available to assistant

What the current chat can see

No imported transactions yet.

This app does not log into banks, connect to banking rails, or certify a document as genuine.

Spending intelligence

Transparent calculations from recognized transactions

Import data to calculate insights.

Data integrity checks

Import quality checks—not proof of authenticity

No imported data.

A statement can be edited or fabricated. Authenticity must be checked with the issuing bank through an official channel.

Settings & privacy

Understand where data goes

Browser-only document parsing

PDF, CSV and Excel parsing runs on this device.

Optional AI server

Only enabled when an API key is configured in your server's .env file.

CHECKING

Bank connection

No bank login or live bank feed is connected in this build.

NOT CONNECTED

Clear current session

Removes imported rows and file names from the page memory.

Export analysis

Download your recognized transactions as CSV.