From statement to tracked in under a minute
No spreadsheets. No typing. No connecting your bank. Just upload what your bank already gives you.
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Export or screenshot your statement
Download a CSV or PDF from your bank's website, or take a photo of your statement. Most UK and US banks are supported.
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Upload it to LiteWork Finance
Drag and drop or tap to upload. The AI reads the file immediately - no waiting, no processing queues.
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Review, tweak, and confirm
Every transaction is shown with its suggested category. You approve or adjust anything before it's saved. Nothing gets imported without your sign-off.
Works with what your bank gives you
We built AI Import to support the three most common formats banks actually export - so you're not locked out because your bank doesn't do CSV.
CSV
Standard bank export. Works with virtually every UK and US bank. Up to 10 MB.
Your bank's printed statement in PDF format. Most standard bank PDFs parse cleanly.
Screenshot
Photo or screenshot of your transactions. Compressed automatically before upload to stay within limits.
Your file never touches a third-party server
Files are processed in real time and never stored. Your data goes directly to your own Google Cloud Firestore - we never retain it on our end. No bank credentials. No Plaid. No Open Banking API.
Manual entry is the reason people quit budgeting apps
The most common reason people stop tracking their finances isn't motivation - it's friction. Typing 60 transactions from a bank statement takes 20–30 minutes and you're going to miss some. Most people do it twice, then never again.
AI Import removes that friction entirely. For a month with 80 transactions, the review takes 2–3 minutes. You stay consistent. Your data stays accurate. Your habit actually sticks.
This is why we built it before we built most other features. Consistency only happens when it's easy.
Questions about AI Import
What file types does AI Import support?
CSV exports from your bank, PDF bank statements, and screenshots (JPG, PNG, HEIC). Most UK and US bank formats parse cleanly.
Does this connect to my bank account?
No. LiteWork Finance never links to your bank account. You upload a file you export yourself - your login credentials are never involved at any point.
How accurate is the AI categorisation?
Accuracy is high for common merchants and transaction types (Tesco, Netflix, Uber, etc.). You always review before confirming, so you can fix anything the AI missed before it's saved.
How many transactions can I import at once?
Up to 1,000 transactions per import. For large statements covering multiple months, we recommend splitting by month for cleaner results.
How many AI credits does an import use?
One import uses one AI credit. The free plan includes 1 credit per month. PRO includes 50 credits per month, shared with the Roast, Coach, and Health Report features.
AI Import vs. Manual Entry vs. Bank Linking
There are three ways to get your transactions into a budget app. Here's how they stack up on the things that actually matter.
| Criteria | AI Import (LiteWork) | Manual Entry | Bank Linking |
|---|---|---|---|
| Time per month | ~90 seconds | 20–30 minutes | Automatic |
| Bank credentials required | Never | Never | Yes (via Plaid/aggregator) |
| Third-party data access | None | None | Aggregator holds your data |
| Auto-categorisation | Yes - AI-powered | No - manual | Basic keyword matching |
| Human review step | Yes - before anything saves | Yes | No - errors accumulate silently |
| Data retained after use | File discarded immediately | No upload | Aggregator stores indefinitely |
| Consistency (real-world) | High - low friction | Low - most users quit | High - automatic |
What makes LiteWork Finance different
A lot of apps offer budget tracking. Here's what makes LiteWork's approach worth choosing over the alternatives.
Your data, your cloud
Your financial data is stored in your own Google Cloud Firestore account - not our servers. We can't access it, sell it, or lose it in a breach. Only you can read it.
AI that handles the boring part
AI Import categorises up to 1,000 transactions from a single upload. You review everything before it saves. Hours of manual entry becomes 90 seconds of review.
Free where it matters
Full budget tracking, net worth, financial goals, and CSV export are all free - no trial, no card required, no expiry. PRO adds 50 monthly AI credits for $3.99/month.
Net worth + budgets in one place
Track monthly spending and the full picture - assets minus liabilities - without switching between tools. One clean view of where you stand.
Built for consistency
The reason most people quit budgeting is friction. LiteWork removes the data-entry barrier so monthly tracking takes minutes, not hours. The habit actually sticks.
AI Roast, Coach & Health Reports
Go beyond tracking with AI-powered insights: get your spending roasted, coached, or turned into a full annual health report. PRO feature, 50 credits/month.
Stop typing. Start importing.
One credit. Takes 60 seconds. Your next statement is already waiting.
Try AI Import Free →