Statement import
CSV, Excel, and text-based PDF
Import the statement files you already have without rebuilding transaction history by hand.
Features
Built around statement cleanup, budgeting, receipts, tax readiness, and practical AI.
GrapeFinance keeps the current product scope narrow and useful: one user, one bank account, secure access, and a workflow that starts with real financial records instead of generic bookkeeping clutter.
Available now
The live app supports the workflow below today.
Everything listed here is part of the current product unless it is explicitly marked as coming soon.
Normalization
Automatic transaction cleanup
Normalize raw transaction descriptions so repeated merchants and patterns are easier to review and track.
Duplicates
Duplicate detection
Catch overlapping or repeated transaction records before they distort budgets, trends, and tax prep.
Needs Review
Review workflow for unclear items
Resolve transactions that need attention before they become part of your cleaner long-term record.
Rules
Rule learning and categorization rules
Turn repeated decisions into reusable rules so imports get cleaner over time without losing control.
Receipts
Upload, parse, and review receipt files
Store receipt photos and files, review parsed line items, and keep spend evidence linked to the record.
Budgets
Monthly category budgets with warnings
Track budget progress from the dashboard and get warned when spend approaches or exceeds your thresholds.
Tax readiness
South African tax prep workspace
Organize supporting documents, deduction clues, salary benchmarks, source-code hints, and filing-pack prep.
AI chat
Ask questions in chat
Use the assistant to understand merchants, category drift, spending patterns, and tax-readiness signals faster.
AI voice
Browser voice workflow
Use voice when you want hands-free finance review inside the same AI workflow.
Security
Email verification, password reset, and 2FA
Account access is secured through verified email ownership and recovery controls that match a private workspace.
Usage tracking
Storage and AI usage visibility
See storage consumption and AI token usage so top-ups stay predictable instead of becoming a surprise.
Current live feature list
What the app supports right now
- CSV statement import
- Excel statement import
- Text-based PDF statement import
- Automatic transaction normalization
- Duplicate detection
- Needs Review workflow
- Rule learning and categorization rules
- Receipt upload and receipt review
- Receipt line-item parsing
- Monthly category budgets
- Overspend warnings and dashboard visibility
- Tax Readiness workspace for South African personal tax prep
- Supporting document tracking
- Salary benchmark comparison
- SARS filing pack preparation
- Source-code hints and deduction support
- AI chat assistant
- AI voice and browser voice workflow
- Email verification
- Password reset
- 2FA support
- Storage tracking
- AI usage tracking
- Single-user account structure
- One bank account in the current live app
Product preview
Scroll through the mobile UI
Budgets, receipts, and tax prep
The product is designed to keep everyday admin connected to later reporting work.
- Budgets are based on reviewed transaction data rather than rough manual estimates.
- Receipt review helps turn uploaded evidence into records you can use for budgeting and tax preparation.
- Tax readiness keeps deduction support, salary comparisons, and supporting documents in one place.
- The dashboard gives visibility into budgets, spending trends, and record completeness.
AI usage and top-ups
Clear plan boundaries
Tracker includes 50,000 AI tokens each month. Starter users can still access AI by buying top-up bundles at R40 for 50,000 tokens, R75 for 100,000, or R99 for 150,000. Those bundles are paid usage, not a hidden free allowance.
Storage
Recurring add-ons when you need more room
Storage top-ups are recurring monthly add-ons. Starter has its own storage cap, while Tracker starts with a larger included allowance.
Coming soon
Future Premium scope, not current live scope.
These roadmap items are not being sold as already available in the current app.
Accounts
Multiple bank accounts
Future support for broader account coverage beyond the current one-account live product.
Investments
Investment tracking
Planned investment visibility once the Premium roadmap is actually live.
Assets
Asset registers
Future structured asset tracking rather than a claim about what the app already does now.
Vehicles
Vehicle and service logs
Planned maintenance and ownership record support for a later Premium release.
Coverage
Expanded account coverage
Broader Premium coverage once the roadmap moves beyond the current single-account core.
Want the current feature set?
Create your account and choose the live plan that fits.
Use Starter for the core workflow or upgrade to Tracker for included AI tokens and voice.