Nothing enters your booksuntil you say so.
FinButler reads your receipts, invoices and bank files, and drafts each entry. You approve it, change it, or leave it out.
FinButler · FAMILY ACCOUNT
EXAMPLE
DATE
DETAIL
AMOUNT
BALANCE
An example of a family account. This is not real data.
- In one place
- Accounts + invoices
- Share with
- Family or team
- Your call
- Review before adding
A month, divided.
Income arrives once. Then it has to cover the things it has to cover, and what is left is the part you can plan with.
An example. This is not real data.
- Housing
- 620.00
- Groceries
- 410.00
- Debt
- 300.00
- Saving
- 250.00
- Utilities
- 145.00
- Unassigned
- 125.00
You stay in control.
Suggestions wait for you. Approve them, change them, or leave them out.
Who is looking
You see every account you own, and everything in the ones you share.
Family members see the shared account. Your own transfers stay yours.
Your accountant sees the entries you send for your return, and nothing else.
Date
Detail
Amount
People only see what you share
Choose what family members, teammates, accountants, and connected assistants can see or change.
Suggestions wait for review
FinButler suggests; you decide. Every change is recorded and can be reversed.
FinButler keeps the records
You do not need to paste bank data into a chat. A connected assistant can only ask FinButler for information you can already see.
Suggestions improve with your choices
FinButler starts with common categories, then follows the categories you actually use.
Family account
Example
- This morning A Super 99 invoice still needs a category. Nothing has been added yet.
- Suggestion Groceries. It is waiting for your review and will not be added on its own.
- Ana Approved. The invoice is now in the family account.
Everyone you invite sees the same up-to-date numbers.
One account, the people you choose
You
Web and mobile
Family
Shared roles
Help
When you ask
An example of a household reviewing an invoice. This is not a live feed.
Bring the files you already have.
Supported bank statements and known layouts never use your Document AI allowance. Photograph an invoice when you need extra reading. Connect an assistant only if you already use one.
Super 99
Costa del Este
14/08/2026 14:32
ARROZ 5 LB 4.85
LECHE 1 L x2 3.90
POLLO ENTERO 8.20
DETERGENTE 6.45
CAFE DURAN 12.30
ACEITE 1 L 9.99
CARNE MOLIDA 33.00
Subtotal78.69
ITBMS5.51
Total84.20
7 items
What FinButler reads
- Merchant
- Super 99
- Date
- 14 AUG
- Amount
- -84.20
- ITBMS
- 5.51 kept separately, for your return
- Category
- Groceries suggested
- Account
- Family account
Nothing is added until you approve it.
Files you bring
Included
A bank export, read as it is.
Uses allowance
A photographed receipt, read by Document AI.
Included
A DGI QR invoice, read from the code.
Tools you connect
-
Claude
Connect it to the accounts you are allowed to see.
Optional
-
ChatGPT
Connect it when you want help there. FinButler keeps the records.
Optional
-
Your other tools
They follow your access rules and cannot skip review.
On request
Start free. Move up when you need to share more.
Supported bank files are included. PDFs that need Document AI use the monthly allowance shown below. Prices are in balboas, billed monthly.
-
Free
For one person putting accounts and invoices in order.
- Your own account
- Supported bank files included
- 3 Document AI PDFs per month
0 PAB / monthStart free -
Plus
For families who want to share and save time on routine work.
- Share with your household
- Suggestions wait for review
- 100 Document AI PDFs per month
12 PAB / monthTry Plus -
Business
For a small business working together.
- Share with your team
- Share with your accountant
- 1,000 Document AI PDFs per month
30 PAB / monthTry Business -
Firm
For accounting firms managing many clients.
- A place for every client
- Document AI without a monthly cap
- Tools built for accounting teams
ContactWrite to us
Running a larger accounting firm? Write to us about Firm
A separate place for your accountant.
Accounting firms can start clients from their files or connect to clients who already use FinButler. Your accountant does the professional work and reviews every draft.
Clients
Create books from their files without a client login, or connect a linked workspace when they already use FinButler. Both sides can see what still needs approval.
Teams
Give each person the access they need. Move a client between a reviewer and bookkeeper without scattering files.
Reports
Prepare tax and review drafts in FinButler. A qualified professional checks them before they are used.
Estudio ejemplo Example firm
Sample dataReviews this week
23
Held for approval
7
Taller Solís
Review pending, 3 items
Café del Coco
Active, suggestions waiting
Farmacia Central
Waiting on a bank file
Questions people ask us.
Do bank statements use my Document AI allowance?
No. Supported bank files and known layouts are included. Only PDFs you explicitly choose for extra reading use the monthly Document AI allowance (3 on Free, 100 on Plus, 1,000 on Business, unlimited on Firm).
What if an invoice comes back incomplete?
Nothing is invented and nothing posts. The original stays saved so you can fill the missing fields, try again, or skip. You will not get a duplicate charge for retrying the same file.
Can my accountant see everything?
Only if you invite them and choose what they can access. You can change or remove that access at any time. FinButler does not replace a licensed accountant.
Do you train public models on my numbers?
No. We do not use your financial data to train public models. Generative processing uses OpenAI Luna through OpenRouter, with DeepSeek as a text-only fallback.
Keep your money in one place. Share it when you need to.
Start free. Invite family or a teammate when you want to work together. Connect an assistant only if you already use one.