Statement management
Bring your statements together
Import CSV and Excel statements into one private workspace. Keep your latest financial picture within reach.
YOUR FINANCES. A CLEARER PICTURE.
Less time sorting statements. More clarity on what matters. Meet your workspace for smarter spending, confident reviews, and everyday financial control.
Verify your email. Keep your workspace private.
THE BIG PICTURE
Add a remark to confirm its category.
Individuals ✧ Finance teams ✧ Growing businesses ✧ Accounting workflows
ONE WORKSPACE. MORE UNDERSTANDING.
The tools to organize, understand and review your finances - connected in one place.
Statement management
Import CSV and Excel statements into one private workspace. Keep your latest financial picture within reach.
Transaction intelligence
Categorize familiar merchants automatically. Review unclear payments with a remark, and save your own merchant rules.
Analytics & reporting
Explore spending patterns, department breakdowns and possible duplicates using your uploaded records.
Finance assistant
Ask questions about your statement. Opt in to AI assistance for category suggestions and finance explanations.
Compliance workspace
Keep transaction decisions and policy changes together, with a history you can revisit before reporting.
Privacy & access
Verified email access, private workspaces, downloadable records and account controls put you in charge.
A SIMPLE ROUTINE, A BETTER PICTURE
Create your account, verify your email, then upload a CSV or Excel statement.
Review flagged payments, confirm categories and teach your workspace your preferences.
Explore reports, ask the assistant, and use 24-hour update reminders to keep your records current.
THOUGHTFULLY PROTECTED
Access is verified. Workspaces are private. You choose whether to use external AI assistance, and you can export your records or delete your account.
A FEW THINGS TO KNOW
You can explore this website freely. Sign in with a verified email to upload statements and use your private workspace.
CSV, XLSX and XLS files up to 5 MB, with up to 2,000 transactions. Include transaction dates, amounts and merchant descriptions. PDF import is not currently supported.
AI assistance is optional. Doubtful transactions require your remarks and category confirmation. Suggestions and risk signals should be checked against your source records.
Complyra helps organize and review financial records. It does not provide professional tax, legal or investment advice, submit filings, or certify regulatory compliance.
YOUR NEXT CHAPTER, MORE ORGANIZED.
One workspace for your financial everyday.