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How AI2Fin Works

How Fin processes your finances — from data in to reports outBulk imports, bank connectors, workflow automations and photo or forwarded email receipts feed into auto type detection, custom rules and pattern analysis. Recurring, one-time and travel transactions are smart-categorised and tax-analysed, then routed to allocations, Fin Assist and exports, converging in Smart Reports & Insights — which in turn can reach Claude, ChatGPT and Cursor via MCP, or Google Sheets, Excel, Notion and Airtable as native destinations.Bulk ImportsConnectorsWorkflowsPhoto & Email ReceiptsOne-Time ExpensesRecurring PatternsTravel Kms
Auto Type Detection
Custom Rules
Pattern Analysis
Smart Categorisation
Tax Analysis
Allocations
Fin Assist
Exports
Input Streams
Recurring Loop
One-time Flow
Financial data inputs only, no handling or access to real funds

Bring your transactions in

Connect a bank feed, forward receipts by email, or import CSVs — Fin gathers everything into one clean timeline.

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Every receipt sorted too

Forward a receipt by email or snap a photo — Fin reads the merchant, amount and line items and matches it to the transaction automatically.

See how receipt capture works →

Fin sorts everything

Every transaction is categorised automatically and gets smarter with each correction you make — no rules to write.

Explore the features →

Tax works itself out

GST is captured as you go and deductions are surfaced through the year — so tax time is already sorted. Try the free calculators too.

Open the free tax tools →

Books stay ready

Clean, export-ready records whenever you (or your accountant) need them, on plans that start free.

See plans and pricing →

Send it onward

Ask Claude, ChatGPT or Cursor about your real finances via MCP, or trigger a Zapier or Make automation into Sheets, Notion, Airtable and more.

See the integration options →
Get 2Fin free