Import bank statements, scan receipts with AI, and reconcile everything in one place. Built for families who want clarity on where their money goes.
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From bank imports to receipt scanning, FamilyBooks handles it all — no spreadsheets required.
Import bank statements from multiple accounts and family members. Supports RBC Excel/CSV format with automatic account detection.
Upload receipt photos or PDFs. Our AI extracts merchant, items, tax, and totals automatically — no manual data entry needed.
Match bank transactions with receipts in one click. See exactly which purchases are accounted for and which still need attention.
Track spending across family members. Separate accounts for each person while keeping a unified view of household finances.
Every transaction has a clear status: Unmatched, Receipt Attached, Reviewed, or No Receipt Needed. Always know where you stand.
Your financial data stays on your own server. No third-party cloud storage. Full control over your most sensitive information.
Get started in minutes, not hours. Four simple steps to financial clarity.
Upload your bank ledger (Excel/CSV). All accounts and transactions are imported automatically.
Browse all transactions with smart filters by account, status, and date. See the big picture at a glance.
Upload a photo or PDF of each receipt. AI extracts the details and links it to the transaction.
Confirm matches and mark transactions as reviewed. Track your progress until everything is reconciled.
Not another budgeting app. FamilyBooks is designed for how families actually manage money.
Track all family bank accounts in one place — chequing, savings, credit cards. Each family member's accounts are grouped together.
Snap a photo or upload a PDF of any receipt. Our dual OCR engine extracts everything — merchant name, individual items, tax, payment card used.
Every transaction gets a visual status so you always know what needs attention. Filter by status to focus on what matters.
Self-hosted means no recurring cloud fees. You own your data forever.
FamilyBooks is self-hosted. Your financial data never leaves your control.
Runs on your own server or VPS. No cloud dependency. No subscription fees.
JWT-based authentication with bcrypt password hashing. Secure login for every user.
Tesseract runs entirely on your server. Receipt images are never sent to external services unless you opt in.
Simple, file-based database. Easy to backup, restore, or migrate. No complex database server needed.
Start your free 14-day trial. No credit card required. Set up in under 10 minutes.
Or email us at contact@saoudi.ca