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CSV Financial Analyzer for Small Businesses

Upload a bank or card export and get monthly summaries, spending by category, expense trends, duplicate transaction candidates and possible reconciliation issues. Your file is read in your browser and never uploaded.

Accepted columns: Date, Description and Amount (negative = money out), or separate Debit and Credit columns. An optional Category column is used when present. Dates as YYYY-MM-DD or MM/DD/YYYY. Max 5 MB.

Analysis

Choose a file or try the sample data.

What the analyzer checks

  • Duplicates: the same amount with a similar description within three days.
  • Uncategorized items: expenses with no category and no keyword match.
  • Large round amounts: $1,000 or more in round hundreds, often loans or owner transfers needing support.
  • Transfers: movements between accounts, excluded from income and expenses.
  • Zero-value rows: usually an import error.

Privacy

The file is processed with JavaScript on your device. AccoTiva does not receive, store or share it. Closing the page clears the data.

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