Use Case

Your personal hub for expenses & documents.

Find receipts, statements, document expirations, warranties and noted deadlines - clear answers with citations to your files.

For individuals, families, freelancers & small businesses.

Expense Analysis

Categories & trends

Deadlines from files

ENFIA/VAT/returns

Document Expirations

IDs, insurance, passports

Receipts & Warranties

Find & summarize

Examples

Sample Conversations (Q&A) — Personal Finance & Documents Hub

Receipts, statements, noted deadlines, expirations & warranties - with links to your own files.

Expenses, Subscriptions & Taxes

Q: How much did I spend at supermarkets in Q2?

A: €742.30. Breakdown: Apr €42.50, May €356.10, Jun €343.70.

Bank_Statement_Apr.pdf, …

Q: Which subscriptions did I pay for in 2025?

A: Streaming, cloud storage, email suite — total €284.90.

Subscriptions_2025.pdf

Q: When is the ENFIA due?

A: The file mentions the final installment on 31/12. You can add it to your calendar.

Tax_Deadlines_2025.pdf

Expirations, Warranties & Receipts

Q: When does the child’s passport expire?

A: 12/06/2026, according to the file. It is recommended that you note it in your calendar.

Passport_Kid.pdf

Q: What does the fridge warranty cover?

A: 2 years for parts/labor. Consumables and misuse are excluded.

Fridge_Warranty.pdf

Q: Find all car service receipts from 2023 onwards.

A: Found 7 files. View as a list or as a zip.

/Docs/Car/Service/2023-2025/

Clean totals

No spreadsheets, no searching.

Never miss deadlines

Taxes, document expirations & renewals.

Privacy

Your data, just for you.

How it works

Expenses & documents, organized in chat

  1. Upload — statements/receipts, ID/insurance PDFs, warranties.
  2. Organization — folders by year/category (tax, IDs, warranties).
  3. Conversation — ask about totals, categories, expirations, or warranty terms.
  4. Date lookup — taxes, insurance, passports, IDs.

Answer summary

Sources (2)

Q2 supermarket total: €742.30… Vehicle insurance expires on 12/06/2026…

Bank_Statement_Apr.pdf

Q2

Car_Insurance_Policy.pdf

expires 12/06/2026

Less time on reports & searching

Key totals and figures come from a single question, without you needing to open every file each time.

Better consistency with deadlines

Taxes, document expirations, and renewals are gathered in one place, so you have them in front of you when you need them.

Instant answers

You immediately see the big picture for expenses, documents, or warranties—without digging through folders.

Availability whenever you need it

Your personal hub is available at any time—from mobile or desktop.

Start today

Bring order to expenses & documents

Upload statements, receipts & PDFs — get clear answers with sources.

Try it with your own data