AI2Fin

Your Finance, Your Way.

Intelligent Financial Management Software

Your finances, sorted. 2Fin automates the busywork, surfaces deductions you'd miss, and turns scattered transactions into clear, intelligent insights you can act on.

Intelligent expense tracking + tax optimization. Free forever plan.

How It 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
  • Free forever plan
  • Desktop edition keeps data on your machine
  • Your bank keys, not ours
  • Reads receipts in 100+ languages
What AI2Fin does

From raw records to finished books

AI2Fin is financial management software for students, sole traders and businesses. You bring in bank feeds, statements and receipts; Fin puts every transaction in a category, flags the tax deductions you may be able to claim, and sends the finished records to your ledger, spreadsheet or assistant.

  1. 01

    Comes in

    • Bank feeds, connected with a key you own
    • CSV, XLSX or a Google Sheet feed
    • Receipts by email, photo, Telegram or WhatsApp
    • A watched folder on the desktop edition
  2. 02

    Fin sorts it

    • Every transaction put in a category
    • Possible tax deductions flagged
    • Receipts linked to their transactions
    • Receipts read in 100+ languages
  3. 03

    Goes out

    • Xero and QuickBooks Online (beta)
    • Google Sheets, Excel, Notion or Airtable
    • Signed webhooks for Zapier, Make and n8n
    • ChatGPT or Claude, read-only through MCP

In detail

Records reach AI2Fin through your own bank feeds connected with a key you own (BankSync, SimpleFIN, Akahu, Up Bank, Monzo, Starling), CSV or XLSX upload, a Google Sheet feed, a watched folder on the desktop edition, and receipts sent by email, photo, Telegram or WhatsApp. Sorted transactions go out to Xero and QuickBooks Online (beta, as coded Spend/Receive Money or Purchase/Deposit with the receipt attached), Google Sheets, Excel, Notion, Airtable, signed webhooks (Zapier, Make, n8n), and to ChatGPT or Claude through a read-only MCP connection. Fin reads receipts in 100+ languages, keeping the merchant in the original script with a translation beside it. The interface is available in English, German, Spanish, French, Hindi, Portuguese, Japanese, Chinese and Vietnamese (in progress).

Fin+
Financial Dashboard - Pattern Analysis
Financial Dashboard - Smart Categorization
Financial Dashboard - Intelligent Tax Analysis

Multidimensional View into your Financial Data

Smart filtering enhanced with intelligent search, contextual analysis, and advanced tools to view, filter, edit, bulk manage, and analyze your financial data

Patterns & Occurrences
One time Expenses View
All Txns + Intelligent Management

Personalise and Automize

Unlock personalized financial intelligence tailored to your structure. Advanced automation delivers smart categorization, optimized deductions, and enterprise-grade security. Your ultimate financial companion.

Pattern Analysis Dashboard
Smart Categorization Engine
Intelligent Tax Analysis
Fin+
Enterprise Security Dashboard
Financial Dashboard - Smart Categorization
Financial Dashboard - Intelligent Tax Analysis
AI2Fin mobile assistant preview
Intelligent mission control

Advanced Intelligent Assistant Agent

The assistant is your quick helper. Ask questions—budgeting, strategy, or anything in between—upload receipts for instant processing, and trigger actions right from the agentic chat.

  • Say "show my travel spend" and it brings the totals to you.
  • Link a transaction or customer from the chat and keep rolling.
  • Drop or upload a receipt to auto-link with your rules and spin up the matching expense on the spot.
Autopilot operations

Finance Admin on Autopilot & Extendable

Turn on the routines you want and AI2Fin runs the boring finance chores while you stay in charge.

  • Auto math for GST, VAT, and other sales taxes so reports are lodge-ready.
  • Hook up bank feeds or inbox imports when you want, or keep it simple with quick CSV drops.
  • Build deeper workflows with your team through our APIs and webhooks (developer docs).

Also on the free plan

Or keep every record on your own machine

The desktop app keeps your database in an ordinary folder on your computer, not on a server Fin runs. Point every device you use at storage you already own, and each one keeps its own copy of your books in step. Nothing about the sync passes through Fin, because nothing needs to.

  • Your own folder, your own database file
  • Devices stay in step through one shared source — a sheet in your Drive, or CSVs in Dropbox or iCloud
  • Fin reads what you point it at, and never holds a copy
LocalGet 2Fin free
CloudUse 2Fin in the cloud
See how sync works
100% local — nothing passes through Fin
Desktop, laptop and phone each connecting to storage you ownYour storage
Google Drive
Dropbox
iCloud
A folder you already sync
Your data can stay on your machineVerify it yourself →

Pricing

Choose the plan that fits your needs. No hidden fees, no surprises.

Hover over any feature to learn more

MonthlyAnnual Save up to 20%

FREE

Free

Essential features for getting started with financial management

Get 2Fin free
Most Popular

PREMIUM

$23
USD / month

Advanced features for comprehensive financial management

  • Everything in Free
Get Premium
Best Value

ELITE+

$42
USD / month

Automation, tax filing and Lenses, with priority support

  • Everything in Premium
  • Google SheetsMicrosoft ExcelNotionAirtable
Go ELITE+
Most Automated

AUTO+

$54
USD / month

Everything automated — email intake, Insights+ and reports that run themselves

  • Everything in ELITE+
Go AUTO+

ENTERPRISE

Custom

Enterprise-grade data control is the default here — on every plan.

Your records can stay on your own machine or in your own cloud, telemetry stays off unless you turn it on, and Fin keeps an auditable record of everything it sends. Enterprise adds the people and the paperwork: dedicated support, custom deployment and reviews for large-scale operations.

Verify it yourself
🔒AES-256 encryption
🛡️GDPR-aligned
✓Cancel anytime
🇦🇺ATO-ready exports
⚡Setup in 5 minutes
Learn more about our security stance
Strategic Clarity

Your full financial city planning view

Turn every transaction into a living skyline of patterns and momentum. Spot peaks early and plan with calm confidence using advanced visualization tools.

✓Pattern Recognition
✓Trend Forecasting
AI2Fin financial category timeline and insights dashboard

See what users
are saying

AI2Fin users save time and maximize deductions - see their experiences!

RG
Recent Graduate
Sole Trader

"AI2Fin helped me understand complex tax systems and maximize efficiency. The AI categorization saved me hours every week."

ST
Student
Part-time Worker

"Perfect for keeping on top of bills. Seeing every recurring charge in one list, already categorised, is the part I use most."

SB
Small Business Owner
Entrepreneur

"The automated bookkeeping and tax optimization features have transformed how I manage my business finances. Highly recommended."

In and out

Connect to the tools you already use

Records come in through feeds and files you control. Fin sorts them, then sends the finished rows to the ledger, sheet or assistant you already work in.

In

Your own bank feeds, files and receipts

Out

Where the sorted rows go

Tap a mark for details, tap again to open it.

Bank-feed transactions stay inside AI2Fin unless you choose to include them in a push. The full detail for each connection lives on its own page — accounting integrations, destinations and MCP.

Secure Financial Intelligence Platform

Connect your accounts, analyze spending patterns, and optimize your financial lifestyle with intelligent, real-time insights

Compliant financial management tools that never handle your funds directly — manage, track, and personalize your automated financial administration with complete security and transparency

Access Your Finances Anytime, Anywhere

Available on Web, Mobile, and Desktop platforms

Seamlessly manage your finances across all devices with real-time synchronization and secure cloud storage

Intelligent Transaction Analysis & Tax Insight

Intelligent Transaction Analysis & Tax Insight

Automated categorization, intelligent pattern recognition, and comprehensive tax analysis for every transaction

Every transaction gets analyzed in detail — tax deduction insights, ATO compliance checks, and clear explanations to maximize your return while staying fully compliant

Anytime, anywhere
with complete privacy & freedom

Available on Web, Mobile, and Desktop. Intelligent financial management made simple.

Get 2Fin freeSee how it works

Curious how your data is handled? Read the security & trust center