Track bank transactions, payroll, assets, and taxes — all in one place.
Upload PDF or CSV bank statements and have them automatically parsed into structured transactions.
Transactions are auto-categorized using customizable rules. Spend less time sorting, more time understanding.
Automatically identifies recurring transactions like subscriptions, utilities, and regular payments.
Visualize your income versus expenses over time with clear, interactive charts.
See assets, liabilities, stocks, and RSUs in one unified view. Track your net worth over time.
Compute annual Serbian income tax from your payroll records with all brackets and deductions applied.
PerFi currently supports bank statement import for the following institutions. More banks and countries coming soon.
Transaction list with categories and filters
Monthly income vs expenses breakdown
Net worth over time with asset breakdown
Start tracking your transactions, assets, and taxes today.
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