● INSTALLMENTS & COMMITMENTS
● USER COMPARISON
● CATEGORY DEEP-DIVE
● MONTHLY CATEGORY TREND
● COST CENTER / BENEFICIARY / PURPOSE
● TOP VENDORS BY CATEGORY
● TRANSACTIONS
● DATA STATUS
● PDF UPLOAD
📄
Drop PDF statements here
or click to browse (max 16 MB)
● DATABASE EXPORT
Download the full database as Excel
Transactions (fully resolved), statements + reconciliation, review queue, table counts, and the DB schema — to inspect the structure offline.
⬇ Download DB Excel
● AI AGENTS
● LABELING WORKFLOW
📊
Export & Label Offline
Download Excel with review transactions, label in your spreadsheet app, then re-upload the labeled file.
⚡
Interactive Labeling
Label vendors directly in the browser. Set category once per vendor — applies to all matching transactions.
BROWSER-BASED
● CLI COMMANDS
1
Process PDF Statements
Parse all PDFs, categorize, import to database
python3 main.py process --fresh
2
Review Flagged Vendors
Manual labeling for uncategorized transactions
python3 main.py review
3
Geocode Locations
Add coordinates for new transactions
python3 main.py geocode --only-missing
4
Export Dashboard
Re-export JSON and refresh this dashboard
python3 main.py dashboard
● NEEDS REVIEW