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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.

Start free See how it works

FinButler · FAMILY ACCOUNT

EXAMPLE

DATE

DETAIL

AMOUNT

14 AUG Super 99 Groceries -84.20
15 AUG Yappy · Cindy Transfer -120.00
15 AUG Farmacia Arrocha Health -18.75
16 AUG Salary Income +1,850.00
16 AUG ITBMS Tax -7.00
Your balance went from 2,410.15 → 4,114.40

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 Panamanian savings passbook open on a dark desk, one entry marked in green under lamplight
An old bank savings book, a libreta. The bank printed every line, and a person stamped the one they had checked.

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.

Income this month 1,850.00
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

14 AUG Super 99 Groceries -84.20
15 AUG Yappy · Cindy Transfer -120.00
16 AUG Salary Income +1,850.00
16 AUG ITBMS Tax -7.00

4 of 4 entries.

3 of 4 entries. A personal transfer is not shared.

1 of 4 entries. Sent for the return; the rest was never shared.

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

  1. This morning A Super 99 invoice still needs a category. Nothing has been added yet.
  2. Suggestion Groceries. It is waiting for your review and will not be added on its own.
  3. 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

Same permissions. Same records. HELD

An example of a household reviewing an invoice. This is not a live feed.

Bring the files you already have.

Files and statements from supported banks are free to read. If your bank's PDF statement isn't supported yet, our AI can read it, and that counts toward your plan's monthly Document AI limit. You can also photograph an invoice, or connect a chat assistant 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 saved separately for your tax return
Category
Groceries suggested
Account
Family account

Nothing is added until you approve it.

An example receipt, and the entry at the top of this page. Not real data.

Files you bring

Bank file CSV, OFX or QFX

Included

The file you download from your online banking.

Invoice photo JPG PDF

Uses allowance

A photographed receipt, read by Document AI.

DGI invoice QR

Included

Scan the QR code printed on your invoice. FinButler fills in the details.

Tools you connect

  • Claude

    Connect it to the accounts you are allowed to see.

    Optional

  • ChatGPT

    If you already use ChatGPT, you can connect it and ask it about your spending. Your data stays saved in FinButler.

    Optional

  • Your other tools

    We can connect other assistants if you ask. They see only what you allow and cannot add anything without your approval.

    On request

Start free. Move up when you need to share more.

Files and statements from supported banks are free to read on every plan. If a bank statement PDF isn't supported yet, our AI can read it, and that counts toward the monthly Document AI limit on your plan. Prices are in balboas, charged monthly.

  1. 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 / month
    Start free

  2. Plus

    For families who want to share their money and spend less time on paperwork.

    • Share with your household
    • You approve each suggestion
    • 100 Document AI PDFs per month
    12 PAB / month
    Try Plus

  3. Business

    For a small business working together.

    • Share with your team
    • Share with your accountant
    • 1,000 Document AI PDFs per month
    30 PAB / month
    Try Business

  4. Firm

    For accounting firms managing many clients.

    • A place for every client
    • Document AI without a monthly cap
    • Tools built for accounting teams
    Contact
    Write 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.

See FinButler for accountants Open accountants

Estudio ejemplo Example firm

Sample data

Reviews this week

23

Held for approval

7

Taller Solís

Review pending, 3 items

Review

Café del Coco

Active, suggestions waiting

Active

Farmacia Central

Waiting on a bank file

Waiting

Questions people ask us.

Does reading my bank statements count toward my monthly Document AI limit?

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. Transaction category checks use TypeSafe (its JEV model) in the United States, which receives the description, merchant, type and an amount range, never account numbers; team owners can switch it off in settings.

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.

Start free See FinButler for accountants