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.
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. Accountants get a separate workspace for every client.
For accountants →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?”
When transactions arrive that none of your rules cover, your AI bookkeeper files them: first from your own past choices, then with AI for the rest. Confident ones are applied and marked ✨ for you to confirm, the rest become one-click suggestions, and a daily email lets you correct anything just by replying. For an older backlog, click Suggest categories and approve in bulk.
File stock you buy, and the money you receive when you sell it, under an inventory category and add the quantity. The Inventory report shows units bought, sold and on hand, with average cost, gross profit and stock value for each product.
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.
Track the buildings, offices and homes you own or rent, plus vehicles, boats and aircraft. Add rent, property tax, insurance, utilities, fuel and repairs in one click, and KitFiler reminds you before each one is due.
Add the LLCs, corporations and partnerships you own — in the US or abroad. KitFiler works out the US filings each one triggers and reminds you ahead of every deadline, and keeps equity you put in and dividends or distributions you take out in one place.
Paste a public wallet address and KitFiler reads its history from the blockchain — Bitcoin, Ethereum, Base, Arbitrum, Polygon and Solana — prices every transaction in USD and works out your gains, laid out for Form 8949 and Schedule D.
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.
Categories proposed for every uncategorized payee, for you to approve or change.
Units bought, sold and on hand, with average cost and gross profit per product.
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.
See how your net worth has changed since your starting point, and reset it whenever you like.
Bring years of history from any bank or spreadsheet.
Keep contact details for clients and vendors alongside their transactions.
Bills, renewals and tax deadlines in one list, with a heads-up before each.
Rent, insurance, fuel and repairs linked to the building or vehicle they belong to.
Six blockchains read automatically, with USD prices for every transaction.
Download your crypto gains and income as CSV for you or your preparer.
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 with the right role, or run a separate workspace for every client you keep the books for.
Create a separate workspace for each client you look after. You can open any of them from one login; your clients see their own books and nothing else.
Each client workspace works like its own sign-up: separate books, its own people, its own AI inbox and its own free trial. You have full access to all of them, you pay for each one, and switching between clients takes one click.
acme-ltd@ai.kitfiler.com, for forwarding their statements and receipts. Only you get the AI's emails from it.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, tracking for the property, vehicles, companies and crypto you own — with filing reminders and crypto tax reports — and shared workspaces with roles for partners, teams and accountants.
Only for new transactions that have no category yet, and only when it's confident: it never changes a category you or a rule set, and it never files purchases of assets or stock without asking. Everything it applies is marked ✨, stays on your review list, and can be undone in one click. You can switch it to suggest only or turn it off in AI settings. Payee names, bank descriptions, amounts, account names and your category list are sent to our AI provider, which doesn't use them to train its models.
Yes. File stock purchases, and the money you receive when you sell, under an Inventory & Items for Resale category and add the quantity (and price per item if you like). The Inventory report then shows units bought, sold and on hand, average cost, gross profit and stock value for each product. Make a category per product or product line for a row each.
Every workspace starts with 3 months free, no credit card. After that it's one plan with every feature: $12.99/month, or $7.99/month for your first year as a founding member while the offer lasts. Team members are included. See pricing.
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.
Yes. From your own workspace, create a client workspace for each client. Each one is separate, with its own books, people, AI inbox address and free trial, and its subscription is billed to you. Invite the client as an Owner (they can invite their own staff) or as an Editor or Viewer. People you invite see only that client's workspace. When a client wants to take over, you can hand the workspace to them: they start paying for it, and you leave or keep a lesser role.
You only add public addresses — the same ones you'd share to receive a payment. KitFiler never asks for private keys or recovery phrases, refuses them if pasted, and can't move your coins. It reads public blockchain data and prices it in USD to prepare your gains for Form 8949.
For companies and partnerships you own it sets up reminders for the main US federal filings (such as Forms 1065, 1120-S, 1120, 1041, K-1s, 5471, 5472, 8865, 8858 and FBAR), quarterly estimated taxes, and Florida and Delaware annual reports. You can add any other deadline yourself. Reminders are a planning aid, not tax advice — confirm the details with your preparer.
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.