I give this 3.5-4. Simple and easy to use. It's like Flyfin as a web app. Not as nice UI tho.
This tool works. It took my bank statements and has created a complete transactions dashboard. It shows top categories and vendors that I've spent on. Provides valuable data. I'm not financially savvy and don't pay attention to my finance much lol but this tool makes it easy and categorize my expenses and shows P & L statements.

Here's my issue: The AI doesn't properly categorize all my expenses and income correctly. I have transaction fees that are counting as income. Not sure why when it shows negative but it's counting as income. Lot of categories are correct and lot are incorrect and have to manually go thru and edit them. Not sure how correct my income and loss are but I have to go thru it. Needs more categories. I don't see anything for charity/donation, medical, etc. Please add more categories or atleast allow us to add our own.

I think you guys should look at flyfin. They do a good job with their AI and ability to easily edit their categories but it's only a mobile app.

I hope you guys can make your tool more accurate in categorizing transactions/sales properly. It has a hard time recognizing american express. Overall I recommend if you're a small biz owner.