Transaction Categorization Toolkit (Demo)

Last updated: January 11, 2026. By accessing or using this app, you agree to these Terms and the Privacy Statement below. If you are using the app on behalf of an organization, you represent that you have authority to bind that organization.

You may only upload documents and data that you have the legal right to use and disclose. You agree not to upload unlawful content, malware, or information that violates privacy, confidentiality, or third-party rights. You are responsible for complying with all applicable laws, regulations, and professional standards related to accounting, recordkeeping, and data handling.

The app uses automated systems to extract transactions from PDFs and to categorize transactions using AI. Outputs are for convenience only and may be incomplete or inaccurate. You must review and verify all outputs before using them for accounting, tax, legal, or business decisions. This app does not provide professional advice or guarantees of accuracy.

We rely on third-party services to process data, including a PDF extraction provider and Google Gemini for categorization with web search. Your files and transaction data are transmitted to these providers for processing, and their terms and policies apply. We are not responsible for third-party services, content, or availability.

Access to the app is controlled by a password. You are responsible for keeping it confidential and for any activity conducted using that access.

You may not resell, sublicense, or offer the app or its outputs as part of a service bureau or outsourced processing service without our written permission.

As this is a demo product, we may limit, pause, or end access to the app at any time. We will make reasonable efforts to give notice if access changes are due to misuse or material violations of these Terms.

The service may change, be paused, or be discontinued at any time. The app is provided on an "as is" and "as available" basis without warranties of any kind. To the maximum extent permitted by law, we are not liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of data, profits, or business arising from your use of the app.

Last updated: January 11, 2026. This statement explains how we collect, use, and share information when you use the app. We do not sell your data.

Data you provide: When you upload bank statement PDFs, we receive the files, along with file metadata such as file name and size. We extract transaction data (for example date, description, and amounts) and send that transaction data to our AI categorization provider. We also receive the password you submit to verify access (it is checked for validity and not stored by us).

Automated processing: PDF files are sent to our extraction provider (Datalab) to obtain structured transaction data. Extracted transactions are sent to Google Gemini for categorization, and Gemini is configured to perform web searches to help classify merchants. See their respective privacy statements for more details.

Retention: We do not intentionally store your uploaded files or extracted transaction data on our servers beyond what is needed to process your request. We do keep minimal operational data such as a daily usage counter (date and number of files processed) and server logs for troubleshooting and security. Third-party providers may retain data according to their own policies.

How we share data: We share data with our service providers (including Datalab, Google Gemini) solely to operate the app. We may disclose information if required by law or to protect our rights, users, or the public.

Your choices: You can stop using the app at any time and choose not to upload files. If you have questions about deletion or access, contact the app owner.

International processing: Our providers may process data in regions other than where you are located. By using the app, you consent to this processing. We aim to use reasonable safeguards, but no method of transmission or storage is 100% secure.

Changes: We may update this Privacy Statement from time to time. Continued use of the app after updates means you accept the revised terms.