Financial Fern
Bookkeeping that grows on you—one decision at a time.
Upload statements, receipts, and Amazon or Shopify exports. Fern suggests likely matches and categories. You stay in control.
Built for small businesses. No bank login required.
Product demonstration
Statement transaction
Office Depot
Mar 12 · Debit
$48.62
Receipt
Office Depot #4421
Mar 12 · Paper & toner
$48.62
Likely match
Fern found a likely match between this charge and receipt.
Suggested category
Fern suggests
Office Supplies
Similar charges were filed this way.
Uploads
Bring the records you already have.
You choose what to share. Financial Fern does not currently connect to your bank.
Statements
Bank or card statements you already download.
Receipts
The photos and files sitting in your camera roll.
Amazon and Shopify exports
Order histories, when you have them.
Workflow
Upload, match, review.
A simple loop you can stop any time.
Step 1
Bring your records
Upload a statement. Add receipts whenever you have them.
Step 2
Fern looks for connections
Fern suggests likely matches and categories.
Step 3
You make the decisions
Confirm, change or skip each suggestion.
Step 4
Stop whenever you need to
Finished work stays saved. The rest waits for later.
Matching
See the decision loop.
A statement line, a receipt, a likely match — then you decide.
Product demonstration
Statement transaction
Office Depot
Mar 12 · Debit
$48.62
Receipt
Office Depot #4421
Mar 12 · Paper & toner
$48.62
Likely match
Fern found a likely match between this charge and receipt.
Suggested category
Fern suggests
Office Supplies
Similar charges were filed this way.
Progress
Make a dent without giving up the afternoon.
Behind on your books? You’re not alone.
Bookkeeping is easy to postpone when every transaction creates another decision. Financial Fern breaks the cleanup into small, manageable steps so you can make meaningful progress without giving up an entire afternoon.
Fern
Meet Fern, your bookkeeping guide.
Fern finds likely connections, learns from what you confirm, and brings uncertain decisions to you. Suggestions stay suggestions until you approve them.
- “Fern found a likely match.”
- “Fern suggests Office Supplies.”
- “Fern categorized similar transactions this way.”
- “Fern needs your help with this one.”
Your books. Your decisions.
- Fern suggests. You decide.
- You can change or skip any suggestion.
- Financial Fern does not provide accounting, tax, legal, investment or financial advice.
- You remain responsible for reviewing your records.
Care
Your records deserve careful handling.
You choose what to share
No bank login. You upload the statements and receipts you want Fern to review.
Your workspace stays yours
Records belong with your signed-in account, not other customers.
Suggestions stay suggestions
Fern does not make final bookkeeping decisions without your action.
Questions, answered plainly.
Do I need to connect my bank?
No. You start by uploading statements and receipts. Financial Fern does not currently connect directly to bank accounts.
Does Fern make changes automatically?
No. Fern suggests matches and categories. You confirm, change, or skip.
Is my information sent to an AI provider?
Yes. Some features send limited transaction, receipt, or order information to OpenRouter and selected model providers. See Privacy for details.
Give your books ten minutes.
Start with one statement. Fern will help you take it from there.
Start free