How It Works

From upload to insights in three steps

Upload

Upload a PDF or take a screenshot of your bank statement. Choose which pages to analyze with the page selector.

Page Selection

AI Analysis

Statepy categorizes every transaction, detects merchants, and finds spending patterns automatically.

Auto Categorization

Insights

See where your money goes with clear charts, trends analysis, and personalized savings tips.

Trends & Tips

Features

Everything you need to track spending

Built for people who want clarity, not complexity.

Smart Analysis

Upload your statement and watch AI transform raw transactions into clear, actionable financial data — charts, categories, and patterns, all automatic.

Dashboard & Charts Monthly totals, category pie chart, spending trends, and top merchants — all at a glance.

PDF & Screenshot Upload Upload statement PDFs or screenshots of your transactions. Select specific pages to analyze — no manual data entry ever.

AI Categorization Transactions automatically sorted into food, transport, subscriptions, entertainment, and more.

Food

Transport

Subs

Fun

Health

Your Money, Your Rules

Personalize everything. Create your own categories, manage multiple cards, and switch between themes and languages to suit your workflow.

Custom Categories Create your own spending categories to match how you think about money.

Multi-Card Management Organize statements by card or account with custom colors, icons, and bank labels.

Dark & Light Mode Full theme support that matches your system preference.

Multi-Language Available in Spanish, English, and Portuguese.

AI-Powered Insights

Go beyond charts. Get a narrative of your spending habits, compare months side-by-side, and export your data for deeper analysis.

Statepy AI Insights Spending narrative, anomaly detection, savings tips, and big purchase spotlight.

Statement Comparison Pro Compare spending month-over-month across all your cards.

Export CSV & Excel Pro Download your categorized transactions for spreadsheets or accounting.

Shared Household

Track spending together. Create a household, invite your family or roommates, and see combined expenses in one dashboard.

Household Spending Pro See combined expenses, categories, and top merchants across all household members.

Invite Members Share a simple invite code with up to 5 family members or roommates.

Household Trends Track month-over-month changes in your household spending.

Statepy AI Insights Member comparisons, duplicate subscription detection, and spending anomalies — AI insights tailored to your household.

Member Comparison

+40%

+65%

Duplicate Subscriptions

$26 /mo

Netflix $16 ×2

Spotify $10 ×2

Privacy & Security

Your data, your control

Your sensitive financial data is encrypted with AES-256-GCM. PDFs and screenshots are deleted immediately after processing — we never store them. When we use AI to categorize your transactions, only category, amount, date, and merchant name are sent to Anthropic's Claude — never your email, name, or account numbers. Anthropic does not use your data for AI training. You can delete all your data at any time.

AES-256-GCM Encryption

Files Deleted Instantly

No AI Training

Delete Anytime

Privacy & Transparency →

Pricing

Start free, upgrade when ready

No credit card required. Upgrade anytime from the app.

$0 / forever

✓ 3 statements / month
✓ 3 cards
✓ 5 custom categories
✓ Basic AI insights
✓ Dashboard & charts
✓ Statement comparison: Latest pair
— Export CSV & Excel

Feature Free Pro

Statements / month 3 10

Cards 3 10

Custom categories 5 20

Statement comparison Latest pair Unlimited

Export (CSV / XLSX) — ✓

AI Insights Basic Premium

FAQ

Questions, answered

Everything you need before uploading a statement.

Which banks are supported?

Any statement with clear transactions works. If your bank uses a unique format, try a screenshot or PDF and StateVu will still parse it.

Do you store my PDF or screenshots?

No. Files are deleted immediately after processing; only categorized transactions are saved.

Is my data used to train AI models?

No. We use Anthropic Claude via API, and their policy does not allow training on your data.

Can I export my data?

Yes. Pro includes CSV and Excel exports for spreadsheets or accounting tools.

How long does analysis take?

Usually under a minute, depending on statement length and network speed.

Can I cancel anytime?

Yes. Subscriptions are managed by the App Store or Google Play and can be canceled anytime.

Understand your spending