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Beancount AI Assistant

Ask anything about
your own money.

Beancount AI Assistant lives inside your ledger. Ask about your spending in plain English, scan a receipt, import a statement — and approve every change before it's saved.

Beancount AI Assistant
How much did I spend on groceries last month?
You spent $412.87 on groceries last month across 9 transactions — about 8% less than the month before. Want a category breakdown?
Read main.bean · queried Expenses:Food:Groceries

선도 브랜드의 사람들에게 신뢰받는

Google
Uber
GitHub
Stripe
Vercel
Google
Uber
GitHub
Stripe
Vercel
Airbnb
Coinbase
Shopify
Linear
Y Combinator
Airbnb
Coinbase
Shopify
Linear
Y Combinator

Just ask

Questions you can ask on day one

Ask in any language — it answers in yours.

How much did I spend on groceries last month?
What are my top expenses this year?
Did I pay rent this month?
How does this quarter compare to last?
How much did I earn from freelance work in 2025?
What did I spend at Amazon over the last 6 months?
Show me every subscription I'm paying for.
What's my income vs. expenses this year?
How much have I spent eating out?
Help me record a $45 client lunch.
上个月我在餐饮上花了多少钱?

How it works

Answers in a few steps — changes only with your OK

01

Open the assistant

Inside any ledger, open the Beancount AI Assistant and type your question.

02

It reads your ledger

It looks at your own plain-text files and answers with your real numbers.

03

See its work

Expand the activity trail to see exactly what it read and looked up.

04

You approve changes

If it proposes an edit, you review an inline diff and click Approve — nothing is saved otherwise.

What it can do

Your everyday finance assistant

Answers from your real numbers

Ask about spending, income, or trends in plain English and get answers drawn from your own ledger — no query language required.

Scan a receipt or invoice

Drop in a photo or PDF. It reads the date, payee, and amount, suggests the right accounts, and adds the transaction after you approve.

Import bank statements

Upload a CSV, OFX/QFX, or Excel export and it turns the rows into transactions you can review in one batch.

Drafts transactions you approve

It proposes changes as an inline diff. You Approve or Deny — nothing touches your books until you say so.

Speaks your language

Ask in English, 中文, or any language — it replies in the same one.

What it can do

Accepts images, PDF, CSV, OFX, QFX, and Excel files.

You're in control

You approve every change

The assistant proposes; you decide. Every edit shows up as an inline diff you can approve or deny — and each approved change is a Git commit you can review or roll back.

Proposed transaction
  2026-06-14 * "Blue Bottle" "Client lunch"
+   Expenses:Food:Dining     45.00 USD
+   Assets:Bank:Checking     -45.00 USD
ApproveDeny

Your data, your books

You own everything it touches

  • Your books are plain-text files you can read yourself.
  • Everything is version-controlled in Git — every change is tracked, and you can undo.
  • Export it all anytime. No black box, no lock-in.
  • It shows its work, so you can check any answer against your ledger.

Who it's for

For anyone who wants to understand their money

Small-business owners
Freelancers & contractors
Indie founders
Households & personal finance
Plain-text accounting fans

Pricing

Start free — upgrade when you need more

Ask questions, scan receipts, and import statements on the free plan. Paid plans add more ledgers, collaborators, and higher usage.

See full pricing

FAQ

자주 묻는 질문

사용하려면 Beancount나 회계를 알아야 하나요?

아니요. 평범한 영어로 질문하면 어시스턴트가 조회를 수행하고 결과를 읽기 쉬운 형식으로 보여줍니다. 배울 쿼리 언어는 없습니다.

어떤 종류의 질문을 할 수 있나요?

자신의 장부에 관한 모든 것—지출한 금액, 수입, 청구서 납부 여부, 기간 간 비교 등—실제 숫자로 답변해 드립니다.

제 대신 거래를 추가하거나 변경할 수 있나요?

변경 사항을 인라인 diff로 제안합니다. 검토 후 승인을 클릭하기 전에는 장부에 아무것도 기록되지 않으며, 승인된 각 변경 사항은 되돌릴 수 있는 Git 커밋으로 기록됩니다.

영수증과 은행 거래 내역을 읽을 수 있나요?

네. 영수증이나 은행 거래 내역의 사진 또는 PDF, CSV, OFX/QFX, Excel 파일을 업로드하면 세부 정보를 추출하여 거래로 만들어 주며, 저장 전에 검토할 수 있습니다.

어떤 언어를 지원하나요?

영어와 중국어를 포함한 모든 언어로 질문할 수 있습니다. 어시스턴트는 질문을 이해하고 같은 언어로 답변합니다.

내 재무 데이터는 비공개이며 내 소유인가요?

장부는 사용자 소유의 Git 저장소에 있는 일반 텍스트 파일입니다. 언제든지 읽거나 내보내거나 되돌릴 수 있으며, 독점 형식이나 종속이 없습니다.

답변이 정확한지 어떻게 알 수 있나요?

어시스턴트는 읽은 파일과 실행한 조회를 표시하며, 모든 숫자는 사용자 장부에서 직접 추적되므로 항상 검증할 수 있습니다.

Ask your first question.

Open a ledger and see what your books can tell you.

You own your data
You approve every change
Plain text you can verify