AI document import with OCR

Save hours of manual entry with Finsense's AI-powered Smart Import. Upload a bank statement, invoice, or receipt and the AI automatically recognizes and extracts data via OCR. Each imported row can be categorized as an expense, income, transfer, or loan payment — just like a manually entered transaction.

You review and correct everything in a three-step flow — upload, review and assign, finalize — so nothing is saved without your confirmation. Imported records land directly in expenses and the cash flow forecast. And if your data lives in a spreadsheet, use bulk import from CSV and Excel to bring in thousands of records at once.