Beancount AI Assistant Beancount AI Assistant lives inside your ledger. Ask about your spending in plain English, scan a receipt, import a statement — and approve every change before it's saved. How much did I spend on groceries last month? You spent $412.87 on groceries last month across 9 transactions — about 8% less than the month before. Want a category breakdown? Read main.bean · queried Expenses:Food:Groceries You own your data You approve every change Plain text you can verify Your everyday finance assistant Accepts images, PDF, CSV, OFX, QFX, and Excel files. Answers from your real numbers Ask about spending, income, or trends in plain English and get answers drawn from your own ledger — no query language required. Scan a receipt or invoice Drop in a photo or PDF. It reads the date, payee, and amount, suggests the right accounts, and adds the transaction after you approve. Import bank statements Upload a CSV, OFX/QFX, or Excel export and it turns the rows into transactions you can review in one batch. Drafts transactions you approve It proposes changes as an inline diff. You Approve or Deny — nothing touches your books until you say so. Speaks your language Ask in English, 中文, or any language — it replies in the same one. Answers in a few steps — changes only with your OK 1 Open the assistant Inside any ledger, open the Beancount AI Assistant and type your question. Open the assistant Inside any ledger, open the Beancount AI Assistant and type your question. 2 It reads your ledger It looks at your own plain-text files and answers with your real numbers. It reads your ledger It looks at your own plain-text files and answers with your real numbers. 3 See its work Expand the activity trail to see exactly what it read and looked up. Expand the activity trail to see exactly what it read and looked up. 4 You approve changes If it proposes an edit, you review an inline diff and click Approve — nothing is saved otherwise. You approve changes If it proposes an edit, you review an inline diff and click Approve — nothing is saved otherwise. You're in control You approve every change The assistant proposes; you decide. Every edit shows up as an inline diff you can approve or deny — and each approved change is a Git commit you can review or roll back.

Your data, your books You own everything it touches Your books are plain-text files you can read yourself. Everything is version-controlled in Git — every change is tracked, and you can undo. Export it all anytime. No black box, no lock-in. It shows its work, so you can check any answer against your ledger. Questions you can ask on day one Ask in any language — it answers in yours. How much did I spend on groceries last month? What are my top expenses this year? Did I pay rent this month? How does this quarter compare to last? How much did I earn from freelance work in 2025? What did I spend at Amazon over the last 6 months? Show me every subscription I'm paying for. What's my income vs. expenses this year? How much have I spent eating out? Help me record a $45 client lunch. For anyone who wants to understand their money Small-business owners Freelancers & contractors Households & personal finance Plain-text accounting fans Start free — upgrade when you need more Ask questions, scan receipts, and import statements on the free plan. Paid plans add more ledgers, collaborators, and higher usage. Frequently Asked Questions No. Ask your questions in plain English and the assistant does the lookups for you, showing the results in a readable format. There is no query language to learn. Anything about your own books — how much you spent on a category, your income, whether a bill was paid, or how one period compares to another — answered with your real numbers. It proposes changes as an inline diff. Nothing is written to your ledger until you review it and click Approve, and each approved change lands as a Git commit you can revert. Yes. Upload a photo or PDF of a receipt, or a CSV, OFX/QFX, or Excel statement, and it extracts the details into transactions you review before anything is saved. Ask in any language, including English and 中文. It understands your question and replies in the same language. Your books are plain-text files in your own Git repository. You can read, export, or roll them back at any time — there is no proprietary format and no lock-in. It shows its work — the files it read and the lookups it ran — and every number traces back to your own ledger, so you can always verify it. Ask your first question. Open a ledger and see what your books can tell you.