Statement uploads
CSV and PDF imports
Import bank statements directly instead of rebuilding your financial history manually.
Features
Built around statement imports, review, AI assistance, and tax readiness.
GrapeFinance is designed to turn raw bank statements into useful financial answers. The early-access product focuses on a strong single-user workflow first, with richer account coverage and asset tracking coming later.
In early access
The launch product is practical, not theoretical.
These are the capabilities early users will see first in the launch product.
OCR
Scanned PDF support
OCR helps extract transactions from scanned bank statement PDFs when the source is not already machine-readable.
Protected PDFs
Password-protected statement handling
Use statement passwords for import processing without storing the statement password afterward.
Receipt storage
Store receipt photos and PDFs
Keep receipts, supporting PDFs, and transaction evidence in order inside the app instead of scattered across chats, folders, and downloads.
Categorization
Auto-categorization and custom categories
Start with auto-categorization, then refine the structure with custom categories that match how you actually think about your money.
Review queue
Review and edit unclear transactions
Resolve the items that need human judgment, keep reviewed transactions editable, and maintain a cleaner final record over time.
Learned rules
Less repetitive work over time
Create rules from repeated patterns so future imports arrive cleaner and require less manual cleanup.
Dashboard
Income, expenses, savings, merchants, and trends
Use the dashboard to see income, expenses, savings, categories, merchants, and month-to-month trends in one place.
AI assistant
Ask questions in chat
Ask Grape about income, spending patterns, merchants, savings, and tax-readiness without scanning every transaction yourself.
Voice assistant
Speak instead of typing
Use voice when you want a faster, hands-free way to review the same financial questions and insights.
Tax readiness
Preparation support, not tax filing
Organize income clues, deduction clues, evidence, salary benchmark comparisons, and tax-year summaries in one workspace.
Languages
English, Afrikaans, and isiZulu
Use the assistant in the language that feels natural for you, instead of adapting your workflow to the software.
Security
2FA, password reset, and single-user control
Keep access tied to one account owner, with stronger sign-in controls and privacy-minded handling built into the product direction.
Full current feature list
What the product supports right now
- CSV statement upload
- PDF statement upload
- OCR for scanned bank statement PDFs
- Password-protected PDF handling
- Receipt photo and PDF storage
- Transaction auto-categorization
- Custom categories
- Learned rules
- Review queue for unclear transactions
- Editable reviewed transactions
- Dashboard analytics for income, expenses, savings, categories, merchants, and trends
- Tax-readiness workspace
- Salary benchmark comparison
- Tax evidence support
- Tax-year summaries
- AI chat assistant
- AI voice assistant
- English, Afrikaans, and isiZulu support
- 2FA and password reset
- Single-user account structure
- One bank account in the current core product direction
Product preview
Scroll through the mobile UI
Why the AI matters
The AI assistant is part of the workflow, not a novelty layer on top.
- Ask what changed in spending, where salary went, which merchants dominate, and what looks unusual.
- Use text or voice depending on whether you want precision or convenience.
- Review transactions with the assistant and convert repeated corrections into learned rules.
- Use it to surface tax-readiness clues without presenting Grape as tax filing software or professional advice.
Single-user design
One account, one person
GrapeFinance is intentionally structured as a single-user product right now. Multi-user sharing is not part of the current direction.
Practical outcome
Less admin, clearer decisions
The point is not to track everything for its own sake. The point is to reduce financial admin and make your next decision easier.
Coming soon
Roadmap items planned for a later rollout.
These are part of the later-stage Premium direction and are not part of the current early-access scope.
Accounts
Multiple bank accounts
Support for handling more than one bank account, including combined and per-account views.
Investments
Investment tracking
Deeper support for investments and longer-term holdings in a Premium workflow.
Assets
Asset register
Track owned assets in a more structured way instead of only focusing on transaction-based financial admin.
Vehicles
Vehicle and service tracking
Keep larger ownership costs and service history visible as the product expands.
Premium management
Richer finance automation
Broader Premium finance management for people who want deeper coverage beyond the current statement-first workflow.
Like the feature set?
Join early access and get the rollout updates.
See the mobile demo, join the waitlist, and hear when new users are invited into GrapeFinance.