KitFiler Money syncs your banks, reads your receipts, forecasts your cash and produces real P&L and balance-sheet reports — in one workspace you can share with your partner, team or accountant.
Just looking? Try the demo: demo@kitfiler.com / Demo!ChangeMe1
Most money apps stop at tracking spending. KitFiler also does the bookkeeping — so the same data that runs your household budget can answer your accountant's questions.
Every user gets a private address like you@ai.kitfiler.com. Forward receipts, invoices and statements — KitFiler reads them and posts the transactions for you to review.
Profit & loss and balance-sheet statements with monthly trends and click-to-drill detail. Print them, or download CSV and PDF for your accountant or lender.
See the reports →Invite a partner, co-founder or bookkeeper to a shared workspace with the right permissions — from full control to read-only. Everyone sees the same numbers.
Team features →Link checking, savings, credit cards and loans from over 12,000 institutions. New transactions and balances flow in automatically — pending charges are updated when they post, and your edits are never overwritten.
Your personal @ai.kitfiler.com inbox turns receipts, invoices, PDFs, photos and CSV statements into categorized transactions. Then just ask: “How much did we spend on dining this quarter?”
A flow diagram shows every dollar from income to spending and savings. The forecast projects your balance up to 180 days ahead from your bills and paychecks, and warns you before an account runs low.
Split budgets into fixed bills, flexible spending and non-monthly costs, and let leftovers roll over. Every month KitFiler writes you a review: what went up, what's new and where you're on track.
Run a side business, freelance, or manage a small company? KitFiler produces proper profit & loss and balance-sheet statements, with monthly or quarterly trends and drill-down to every transaction behind a number.
Finds recurring charges you forgot about and flags price increases.
See every bill and paycheck on a calendar, with overdue warnings.
Divide one purchase across several categories in seconds.
Label spending by trip, project or client and filter instantly.
Select many transactions to categorize, tag or mark reviewed at once.
Create a rule from any transaction and apply it to past ones too.
Know exactly how much to save each month to hit your target date.
Debt payoff (avalanche vs snowball), mortgage and savings calculators.
Emergency fund, savings rate and debt load rolled into one number.
Snapshots of assets and liabilities, charted over time.
Bring years of history from any bank or spreadsheet.
Keep contact details for clients and vendors alongside their transactions.
Share one budget with your partner, each with your own login. Track bills, goals and net worth together.
Keep personal and business money straight. Tag client work, forward receipts and hand over a P&L at tax time.
Invite colleagues or your accountant with the right role. Viewers can read reports without touching the books.
Import your existing spreadsheet in minutes, then let KitFiler handle the updating, categorizing and reporting.
Start with your data| Spreadsheet | KitFiler | |
|---|---|---|
| Transactions update themselves | — | ✓ |
| Receipts read automatically | — | ✓ |
| Auto-categorize with rules | Formulas | ✓ |
| Cash-flow forecast | Manual | ✓ |
| P&L and balance sheet | Manual | ✓ |
| Shared with roles & permissions | Limited | ✓ |
| Works on your phone | Fiddly | ✓ |
KitFiler is built around least-privilege access. We only ask for what's needed to run the product, and we never sell personal data.
Sign up with Google or email. A private workspace is created for you automatically.
Connect your banks, import a CSV, or forward receipts to your AI inbox.
Set budgets and goals, invite your partner or accountant, and watch your net worth climb.
Besides budgets and spending tracking, KitFiler does real bookkeeping: an AI inbox that turns receipts into transactions, profit & loss and balance-sheet reports with drill-down, and shared workspaces with roles for partners, teams and accountants.
KitFiler uses Plaid, which supports more than 12,000 banks, credit unions and card issuers in the US and Canada. You can also import CSV files from any bank, or add accounts manually.
Every user gets a private address ending in @ai.kitfiler.com. Forward receipts, invoices or statements (PDF, images, text or CSV) and KitFiler extracts the transactions and adds them as “to review”. You can also chat with it about your own numbers.
Yes. Invite people to your workspace as Admin, Editor or read-only Viewer. Each person keeps their own login, and you can belong to several workspaces — for example your household and your business.
No. Bank connections are read-only. KitFiler can see balances and transactions but can never make payments or transfers.
Always. Reports export to CSV and PDF, and you can request deletion of your account data at any time from our data deletion page.
Create your workspace in under a minute — connect a bank, forward a receipt, and see your whole picture.