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.

Customer onboarding coming soon

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

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

Encrypted connections and granular permission controls

Multi-Entity Support

Manage multiple companies with consolidated reporting and intercompany eliminations

Real-Time Sync

Connect to 14,000+ banks with automatic transaction categorization

Automated Bookkeeping

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

Security and Privacy

Your financial data is encrypted in transit and protected by role-based access controls.

Encrypted
Connections
Role-based
Access
BAA-covered
AI processing

Expansas AI: Maximum Privacy

AI processing runs through our model router on providers covered by a Business Associate Agreement (BAA), and your data is not used to train AI models.

BAA available on request
Data never sold

Are You an Accountant or Bookkeeper?

Join our partnership program and earn recurring revenue for every client you refer

Recurring
Revenue per client
Tiers
Bonuses as you grow
∞
Unlimited referrals
Join the Partner Program

Ready to Transform Your Financial Operations?

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

Customer onboarding coming soon

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Expansas Financial