Family Office AI
Prepare transactions in Google Sheets, review the details, and keep a clear approval step before adding them to your ledger.
The Staging-to-Transactions workflow is available to authorized workbook users. AI-assisted Raw intake is being developed and is not yet enabled.
- 01 / RAW
Prepare
The planned AI intake extracts transaction details from pasted records and suggests an account, project, and category.
- 02 / STAGING
Review
Check the proposed dates, currencies, amounts, descriptions, and labels. The planned intake also presents transaction counts and totals for reconciliation.
- 03 / TRANSACTIONS
Approve
Use the workbook’s review-and-append action to add approved rows at the end of the Transactions sheet.
Access and Google permissions
This is a personal tool for the workbook owner and invited users. It is not a public financial service. The spreadsheet permission supports reading and updating the current workbook. The planned external-request permission allows selected Raw transaction text and account, project, and category labels to be sent to the OpenAI API.
This website provides app information only. It does not accept transaction uploads or provide access to the private workbook.