My Pocket Mate

Stop sorting expenses by hand. MyPocketMate turns messy bank statements into organized, accountant-ready reports in minutes. Upload a CSV, Excel, or PDF statement and AI automatically categorizes every transaction — no manual entry required. WHY MYPOCKETMATE - AI-powered categorization: upload a statement and get ~95% of transactions sorted automatically on the first pass - PDF bank statement import with automatic bank detection (ANZ, CommBank, Westpac, NAB, St. George, Suncorp, Bankwest, BOQ) - Multi-account sessions: upload one file per account or month, then merge with transaction-level deduplication so shared payments (like credit card transfers) never get double-counted - Keyword Learning Engine: correct one transaction and the same merchant is categorized automatically from then on - AI Assistant: give it plain-English instructions like "create an Income category and move all salary deposits there" and it acts on your data, not just answers questions - Spend vs Income split per category, so refunds and rebates don't distort your totals - Trip expense tracking with editable date-range bulk assignment — group every hotel, meal, and taxi from a trip under one category automatically - "Keyword Quest" gamified categorization mode for quickly sorting remaining merchants - Team Workspaces with real-time sync and role-based access for shared household or business accounts - Multi-sheet XLSX export (All Expenses, Summary, and per-category tabs) ready to hand to an accountant WHO IT'S FOR - Freelancers & Contractors: separate business from personal spend and clean up your books before BAS time - Households & Couples: split shared vs personal costs and settle who-owes-what without an argument - Frequent Travellers: group every trip expense automatically with dates and totals - Small Business Owners: turn a 47-page bank statement into a categorized report by supplier in minutes Your data is encrypted with row-level security, in transit (TLS) and at rest (AES-256). Free to start. Pro, Premium, and Team plans available for advanced AI features and multi-user workspaces.