Features
What FinScope does
Seven tools for the step before your accounting software, built for business owners and the people who keep their books.
Statement import and Library
Every transaction from every statement, in one ledger you can search.
- Upload PDFs, CSV or Excel exports, scans and receipt photos
- Transactions join a running history per ledger
- Filter by date, category, type or flag
| Date | Merchant | Amount | Flags |
|---|---|---|---|
| 3 Sep | Client invoice payment | +$4,200.00 | |
| 4 Sep | Client invoice payment | +$4,000.00 | |
| 9 Sep | Supplier payment | −$860.00 | |
| 9 Sep | Broadband bill | −$129.00 | |
| 9 Sep | Broadband bill | −$129.00 | Possible duplicate |
| 14 Sep | Software subscription | −$1,000.00 | Unusually large |
| 18 Sep | Marketplace purchase | −$215.00 | |
| 21 Sep | Office supplies | −$745.50 | |
| 26 Sep | Ride-hailing fare | −$38.50 |
Excel reports
A clean workbook in one click, matching the statement or built to your selection.
- 1:1 report mirrors the statement exactly
- Custom report from the transactions you choose
- Separate Transactions, Income and Expenses sheets; old reports are never overwritten
Excel report · 1:1 with statement
DOC-0042 · business-statement-sep-2026.pdf
Net Cash Flow
+$5,212.00
9 transactions · opening $7,268.00 · ending $12,480.00
Anomaly detection
Unusual entries are flagged so you can look before you rely on the totals.
- Balances that do not reconcile are flagged for review
- Unusually large amounts and low-confidence rows are marked
- You clear a flag once you have checked it
| Date | Merchant | Amount | Flags |
|---|---|---|---|
| 14 Sep | Software subscription | −$1,000.00 | Unusually large |
Large compared with the other rows. Marked for a look; the amount is never changed.
Duplicate handling
Upload overlapping statements without double-counting.
- Repeated transactions across uploads are detected
- Click a flag to see the rows it may duplicate
- Your original records are never deleted
| Date | Merchant | Amount | Flags |
|---|---|---|---|
| 9 Sep | Broadband bill | −$129.00 | |
| 9 Sep | Broadband bill | −$129.00 | Possible duplicate |
Same date, amount and direction as another row. Click the flag to see both, then keep or clear.
Cash flow dashboard
Money in, money out and net movement, updated with every upload.
- Total received, total outflow, net cash flow and ending balance
- Pick any period
- Drill into the transactions behind a number
September 2026 · Business ledger
Balances reconcileTotal Received
$8,200.00
Money in for the period
Total Outflow
$2,988.00
Money out for the period
Net Cash Flow
+$5,212.00
Received minus outflow
Ending Balance
$12,480.00
Opening $7,268.00 plus net cash flow
Totals exclude 1 row held for review (possible duplicate).
Vault
Source documents and reports kept together.
- Each report linked to the statements it came from
- Download any past report
- Before you delete a file, see which records depend on it
business-statement-sep-2026.pdf
TrustedDOC-0042 · 30 Sep 2026 · 9 records · 1 report
Excel report · 1:1
Built from DOC-0042
Delete a file and Vault shows which records depend on it first.
In-app support
When an upload needs help, ask from the exact spot it happened.
- Open a case from inside the app
- Tell us which upload and step you were on
- A person replies
- Reason
- Upload problem
- Document
- business-statement-sep-2026.pdf
- What happened
- Closing balance does not match.
Also included and coming later
Also included
- Personal and Business ledgers
- Activity history
Coming after beta
- Additional ledgersPlanned
- Multi-currencyPlanned
- Team accessPlanned
See it work on your own statement
Upload one statement and see which of these seven tools it uses. It's free while FinScope is in beta.