Bring your own records
Upload statements, receipts and supported order histories—no bank connection required.
Features
Small tools that make a big pile feel manageable.
Financial Fern helps turn scattered statements and receipts into a short list of decisions you can actually finish.
Find likely matches
Fern looks for receipts and orders that line up with each transaction.
Get a category suggestion
Fern suggests where an expense may belong using the transaction and decisions you have confirmed before.
Work one decision at a time
Confirm, change or skip without digging through a giant spreadsheet.
Stop and come back
Your completed work stays saved, and unfinished decisions wait for later.
See your progress
Track what has been reviewed and see organized totals in Reports.
Built for real-life bookkeeping
- Short review sessions
- Clear next actions
- No shame for unfinished work
- You remain in control
- Correct decisions later
Financial Fern does not currently connect directly to bank accounts. You upload the records you choose to provide.