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Gmail Integration
A nightly cron job connects to Gmail via OAuth, fetches transaction alert emails from US and Indian banks, and uses Claude's API to parse merchant, amount, and category from each email.
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Statement Upload
Upload credit card or bank statements in PDF, CSV, Excel, or image format. Claude extracts every transaction from the document automatically.
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Receipt Scanning
Drop in a screenshot from any payment app (Venmo, Zelle, Google Pay, PhonePe) or a photo of a paper receipt. Claude's vision reads and logs the transaction.
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Manual & Cash
Quick form for cash transactions or anything not captured by email. Supports both USD and INR with category tagging.