CSV and PDF first
Start from bank statements, not manual budgeting rituals.
GrapeFinance turns CSV and PDF bank statements into categorized transactions, surfaces what needs review, and gives you a practical view of spending, savings, merchants, receipt records, and tax readiness. Join the waitlist now to get launch updates, beta invitations, and first access when the product opens.
Bring in the files you already have. OCR helps with scanned bank statement PDFs, and statement passwords are used for processing without being stored.
Auto-categorization gets you started, then you confirm the edge cases, edit reviewed transactions, create custom categories, and let learned rules improve future imports.
Use the AI assistant to understand merchants, category drift, savings patterns, and tax-readiness signals without digging through raw transactions yourself.
Start from bank statements, not manual budgeting rituals.
Store receipt photos and PDFs inside the app so supporting records stay organized.
Ask questions naturally instead of hunting through reports and raw transactions.
Organize evidence and year summaries before tax season gets noisy.
Join the waitlist for first access to statement imports, receipt storage, AI chat and voice, and a cleaner way to stay on top of day-to-day financial admin.
Go from raw statements and supporting records to clearer answers in a simple, practical workflow.
Import CSV or PDF statements, including scanned PDFs with OCR and password-protected PDFs when needed.
Confirm unclear items, attach receipt photos or PDFs, and keep supporting records in order as the transaction history gets cleaner.
Use AI chat or voice to understand spending, merchants, savings patterns, and tax-readiness signals without digging through every line item.
Ask Grape about income, expenses, merchants, category spikes, recurring charges, savings behavior, and tax-readiness. Use chat when you want precision or voice when you want a hands-free workflow.
Voice is there when you want to ask quick questions, review patterns, or think through your monthly picture without typing everything out.
Rules and categorization improve from your corrections, but reviewed transactions stay editable so you remain in charge of the final record.
GrapeFinance is not a SARS filing platform and it does not replace professional tax advice. It helps you prepare by organizing the signals and evidence you are likely to need later.
GrapeFinance helps you organize and understand your finances, but it does not provide personal financial advice. If you need advice tailored to your situation, please contact us and we can help point you toward a personal financial advisor.
Store supporting receipts and other PDFs inside the app so transaction context and tax records stay together.
Single-user accounts, 2FA support, password reset controls, POPIA-minded handling, and controlled AI access are part of the product story, not an afterthought.
Get rollout updates, beta invitations, and first access to GrapeFinance when new users are invited in.