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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

受到领先品牌人士的信任

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

常见问题

我需要了解Beancount或会计知识才能使用它吗?

不需要。用简单的英语提问,助手会为你查找,并以易读的格式显示结果。无需学习查询语言。

我可以问哪些类型的问题?

关于你自己的账本任何问题——你在某个类别上花了多少钱、你的收入、账单是否已支付,或一个时期与另一个时期相比如何——都用你的真实数据来回答。

它能帮我添加或修改交易吗?

它会以内联差异的形式提出修改建议。在你审阅并点击批准之前,不会在你的分类账中写入任何内容,每一次批准的更改都会作为一个Git提交,你可以轻松回退。

它能读取收据和银行对账单吗?

可以。上传收据照片或PDF,或CSV、OFX/QFX、或Excel对账单,它会提取详细信息并转化为交易供你审阅,之后才会保存。

它支持哪些语言?

可以用任何语言提问,包括英语和中文。它能理解你的问题,并用相同的语言回复。

我的财务数据是否私密且属于我自己?

你的账本是存储在你自己Git仓库中的纯文本文件。你可以随时阅读、导出或回滚——没有专有格式,也没有锁定。

我怎么知道它的回答是正确的?

它会展示其工作过程——读取的文件和执行的查询——每个数字都能追溯到你自己的分类账,因此你总能进行验证。

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