Upload statements. Get clean, labeled transactions.

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Upload Statement

Clean Raw Data

  • Any bank, any format, any country
  • Deduplication & validation

Labeled Transactions

  • Nature: income, expense, transfer, asset, liability
  • Entity: vendor, customer, internal

Reports

  • Daily cash position
  • Cashflow trends

Export Data

  • CSV & Excel
  • JSON

API & Webhooks

  • REST API
  • Real-time webhooks

Clean Raw Data

Reliable data extraction you can trust.

  • Any bank, any country, any currency
  • PDF, Excel, CSV - all formats supported
  • Password-protected files handled
  • Automatic deduplication
  • Validated against statement totals
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Statement list with status

Track uploads, parsing status, and deduplication

txn.finopsbricks.com
Labeled transactions

Every transaction with nature, entity, and category

Labeled Transactions

Every transaction enriched with meaning.

  • Nature identified: income, expense, transfer, asset, liability
  • Entity identified: vendor, customer, internal party
  • Category assigned automatically
  • Custom tags for your workflow

Reports

Make decisions with confidence.

  • Daily cash position across all accounts
  • Cashflow trends over time
  • Category and entity breakdowns
  • Data coverage and reconciliation status
txn.finopsbricks.com
Daily cash position

Track cash position across accounts

txn.finopsbricks.com
Export from transactions

Export filtered transactions as CSV, Excel, or JSON

Export Data

Get your data out, into your ERP or systems.

  • CSV and Excel formats
  • JSON for developers
  • Filter by date, account, or category
  • Scheduled exports available

API & Webhooks

First-class programmatic access.

  • REST API for transactions, accounts, reports
  • Webhooks for real-time notifications
  • Granular API key permissions
  • Upload statements programmatically
txn.finopsbricks.com
API key management

Manage API keys with granular permissions

Start organizing your transactions

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