Finzo

Drop in a bank statement (PDF or CSV). Finzo shells out to the Claude Code or Codex CLI already on your machine to extract every transaction, categorize it, and build the dashboard: spend, cash flow, upcoming bills, budgets and portfolio. Charges it wasn't sure about go to a review deck, and every answer you give becomes a rule it applies backwards over past transactions. No account, no server, no API key - one SQLite file on your disk. Try it on demo data with no subscription at all.