New: AI Chat - Ask questions about your financial data

Financial Intelligence
Powered by AI

The intelligent financial platform with AI-powered bookkeeping, smart document processing, and natural language chat to help you understand your finances better.

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Free tier available • No credit card required • Upgrade anytime

AI-POWERED

Chat With Your Data

Ask questions about your finances in plain English. Get instant insights, analyze spending patterns, and understand your cash flow without digging through spreadsheets.

Just Ask:

  • "Show me all transactions over $1,000 last month"
  • "What's my current cash position across all accounts?"
  • "Analyze my spending by category this quarter"
  • "Find any unusual or duplicate transactions"
  • "How does this month compare to last month?"
  • "What vendors am I spending the most with?"
AI Chat
What did I spend on software subscriptions this year?

Based on your transactions, here's your software spending for 2024:

  • • Total: $4,847.00
  • • Monthly average: $403.92
  • • Top vendors: AWS, Slack, Notion

↑ 12% from last year

Which subscriptions increased the most?
Natural language queries about your transactions
Spending analysis and trend insights
Custom financial report generation
Anomaly detection and alerts
Tax guidance and categorization help
Works with all your connected accounts

AI Chat add-on available for $10/month on Growth and Professional plans • Included with Enterprise

Everything You Need for Modern Finance

Built by accountants and engineers who understand the complexity of modern financial operations

AI Chat

Chat with your financial data - ask questions, get insights, and analyze trends in natural language

Intelligent Document Processing

Automatically extract, categorize, and reconcile data from statements, invoices, and receipts

Bank-Grade Security

SOC 2 compliant with end-to-end encryption and granular permission controls

Multi-Entity Support

Manage multiple companies with consolidated reporting and intercompany eliminations

Real-Time Sync

Connect to 14,000+ banks via Plaid with automatic transaction categorization

Automated Bookkeeping

AI-powered double-entry accounting that learns from your patterns

Enterprise-Grade Security

Your financial data is protected with the same security standards used by major financial institutions. All data stored on Google Cloud Platform with encryption at rest and in transit.

TLS 1.3
Encrypted In Transit
AES-256
Encrypted At Rest
After Processing
No Data Retention
Google Cloud SQL
Data Storage

Expansas AI: Maximum Privacy

With Expansas-tier plans, your documents are processed on our private AI infrastructure. All data is encrypted end-to-end, never retained after processing, and stored exclusively in Google Cloud PostgreSQL. We meet financial industry security requirements while keeping your data under your control.

SOC 2 Compliant Infrastructure
GDPR Ready
No Third-Party Data Sharing

Are You an Accountant or Bookkeeper?

Join our partnership program and earn $5/month for every client you refer on a paid tier

$5
Per client, per month
30%
Bonus at Platinum tier
Unlimited referrals
Join the Partner Program

Ready to Transform Your Financial Operations?

Start automating your bookkeeping with AI-powered document processing and intelligent categorization

No credit card required • Free tier included • Setup in minutes

Expansas Financial