Bring your business income and expenses together, import common spreadsheet and document formats, and turn transaction history into practical cash-flow insights—with AI assistance you can check.
Your financial data stays private to your account when cloud authentication is configured.
TOTAL BALANCE
₹ 84,560.00
↗ Demo preview · not real account data
MONTHLY SPENDING TREND
✦
A clearer view, not guesswork
Review categories, trends and recurring patterns.
↗
One simple dashboard
See income, spending, estimated savings and recent activity in one place.
✦
AI-assisted insights
Classify transactions and summarize spending patterns, with a rules-based fallback.
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Bring your data
Import CSV or text-based PDF statements, review the parsed rows, then save them.
DataCapita · Educational finance tools, not financial or tax advice.
Here’s your financial snapshot from the transactions you’ve recorded.
Net balance ◈
₹0
Recorded income minus expenses
Spent this month ↗
₹0
Across recorded expenses
Income this month ↘
₹0
Recorded incoming transactions
Savings rate ✧
—
Based on this month’s records
🔔 Budget Alerts
Warnings when your monthly category budgets reach 80% or 100%
Checking your budget status…
✦ Financial Health Pulse
Your current month's financial health
Analysing finances…
Monthly income
₹0
Monthly expenses
₹0
Saved / overspent
₹0
Savings rate
—
Add transactions to get your financial health assessment.
Financial Details
🟢 Income🔴 Expenses🔵 Savings
Spending overview
Monthly expenses based on your records
Recorded expensesIncome (when available)
✦
Money coach
A useful summary of your records
AI-ASSISTED
Add a few transactions to get a summary of your spending.
Recent transactions
Latest activity across your records
Transaction
Date
Category
Type
Amount
No transactions yet. Add one to start your dashboard.
Transactions
Add income or expenses. Data is saved to your private account when Supabase is configured.
Add a transaction
Category suggestions are generated as you type.
Import a statement
Import CSV/TSV, Excel workbooks, text-based PDFs, DOCX, TXT or JSON. Review detected transactions before saving; document layouts vary.
Privacy note: do not upload statements with sensitive information until your deployment and account security have been reviewed.
All transactions
0 records
Transaction
Date
Category
Type
Amount
No transactions saved yet.
Import statement
Import CSV/TSV, Excel workbooks, text-based PDFs, DOCX, TXT or JSON. Parsing runs locally in your browser, with a review step before anything is saved.
⇧
Choose a bank statement
CSV, TSV, XLS, XLSX, PDF, DOCX, TXT or JSON · up to 10 MB
Recognized fields may include date, description/merchant, debit, credit, amount, type and category. Excel sheets are read individually. Scanned PDFs need OCR, and legacy .DOC files should be saved as .DOCX first. Always verify the preview.
Review imported rows
Date
Description
Type
Amount
Category
Review date, amount and income/expense type before saving.
Spending predictions
A simple three-month trend estimate based on your recorded monthly expenses—not a guarantee or a financial recommendation.
Insights & savings
AI-assisted summaries are based on transaction aggregates. They may be wrong or incomplete; use them as prompts to review your own records.
Loading insights…
Category Spending Audit
Category totals, transaction checks and spending levels
Your category audit will appear here.
Smart Budget
Set monthly spending limits by category
Your monthly budgets will appear here.
🎯 Savings Goals
Set a target, track your savings and monitor your progress
Create your first savings goal.
DataCapita Premium
A clearer picture of your spending, with deeper analysis as the product evolves.
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More clarity, month after month
₹99 / month
Premium previews include spending forecasts and AI-assisted savings insights. A real subscription is activated only after verified payment status is returned by the server.
What Premium is designed to include
✓
Three-month expense trend Projection based on available monthly history.
✓
Recurring payment candidates Repeated merchants and similar amounts surfaced for your review.
✓
Deeper spending summaries Category patterns and practical review prompts.
Subscriptions are intentionally postponed for this launch. No payment will be collected. Add billing only after business, tax, privacy and payment-provider requirements are reviewed.
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DataCapita
Welcome to DataCapita
Sign in with Google or use your email and password. Your transactions are stored in your own authenticated account.
OR USE EMAIL
Authentication must be configured in your environment before sign-in will work.
Never enter your bank password, OTP, card PIN or UPI PIN here. Use a unique password for DataCapita.
🏆
GOAL COMPLETED!
You did it! Your hard work paid off! 🎉
LIVE GRAPH EXPLORER
Graph Explorer
Select a graph section to inspect its transactions.