How It Works

How yourAI finance assistantworks

From goal setting to personalized recommendations. See how your AI assistant guides you to better financial decisions.

1

Set Your Goals

Start by telling your AI assistant about your financial goals. Whether you want to save money, reduce dining expenses, or build an emergency fund, your assistant personalizes everything around your objectives.

  • Choose from savings, budgeting, or investment goals
  • Personalized experience based on your priorities
  • AI learns your preferences and adapts over time

Goal Setting

Define your financial objectives

Smart Analysis

AI learns your spending patterns

2

Upload & Analyze

Upload your bank statements and let the AI work its magic. Advanced analysis extracts transactions, identifies spending patterns, and begins learning your financial behavior to provide intelligent insights and personalized recommendations.

Pattern Recognition

AI identifies spending patterns and behavioral trends

Intelligent Insights

AI generates personalized financial insights and recommendations

3

Get Organized Results

Within seconds, your transactions are perfectly organized, categorized, and ready to track. Each expense is automatically sorted into categories like Food, Transport, Shopping, and more, with amounts converted to your preferred currency.

McDonald's
Food & Dining
$12.50
Today
Shell Gas Station
Transport
$45.00
Yesterday

Personal Coaching

AI-powered financial guidance and recommendations

Powered byadvanced technology

See what makes Uply's expense extraction so accurate and reliable

Advanced OCR Technology

Industry-leading optical character recognition technology that can read text from images with exceptional accuracy, even in challenging conditions.

  • Recognizes 100+ languages
  • Works with blurry or angled photos
  • Handles various document formats

Intelligent AI Processing

Advanced language processing technology that understands financial context and intelligently structures your transaction data with human-like comprehension.

  • Understands financial terminology
  • Smart categorization logic
  • Context-aware parsing

Ready to Experiencethe Magic?

Transform your expense tracking today. Upload your first receipt and see the AI in action.