Features
LLM-powered receipt and invoice analysis
Automatic currency conversion (170+ currencies, crypto)
Customizable categories, projects, and fields
Bulk upload and analyze multiple files
CSV import/export of transactions
Invoice generator with PDF export and templates
Full-text search across documents and invoices
Data export and full data archive download
Self-hosted deployment via Docker Compose
Custom LLM prompts for data extraction
Support for any language and photo quality
AI-powered transaction categorization with 97% accuracy
Automated bank reconciliation (Auto Bank Rec)
Journal Entry Automation (JE Automation)
Close Tracker for month-end management
Smart Connect for data import
Transaction Manager with review workflows
Document Work module for attachments
Activity Hub for collaborative review
Bot Review for flagged items
Password Manager for secure credential storage
Transaction Insights for anomaly detection
Autonomous month-end review with anomaly detection
Self-guided onboarding and Botkeeper University
Standard support with flexible upgrades
