Client Invoice #047+$3,200.00Adobe Creative Cloud-$54.99Stripe Payout+$4,200.00AWS Services-$127.43Freelance Project+$1,850.00Figma-$15.00Client Retainer+$2,500.00Google Workspace-$12.00Tax Refund+$847.00Notion Pro-$16.00Client Invoice #047+$3,200.00Adobe Creative Cloud-$54.99Stripe Payout+$4,200.00AWS Services-$127.43Freelance Project+$1,850.00Figma-$15.00Client Retainer+$2,500.00Google Workspace-$12.00Tax Refund+$847.00Notion Pro-$16.00
AI-powered personal finance

Your finances, finally clear.

Import bank statements, scan receipts, and let AI handle the categorisation. No spreadsheets. No accountant required.

MH
JO
SL
RK
AP

2,400+ freelancers already tracking their money

app.trivio-ai.com/dashboard
May 2026

Net Income

$5,750

↑ 14.2% vs last month

Income$8,950
Expenses$3,200
Saved64%

Spending by Category

$3,200total
Software32%
Food24%
Travel15%
Marketing12%
Other17%

Recent Transactions

Client Invoice #047

Income

+$3,200

AWS Services

Infra

-$127

Adobe Creative

Software

-$54.99

Starbucks × 4

Food

-$19

Figma

Design

-$15
AI categorised44 / 47

2,400+

Freelancers using Trivio

$480M+

Transactions processed

99.2%

AI categorisation accuracy

< 2 min

Average onboarding time

How it works

Up and running
in three steps.

01

Upload a document

Snap a receipt photo or drag in a PDF bank statement. Works with images, scans, and exported CSVs — no formatting needed.

02

AI reads and categorises

Every transaction is extracted, labelled, and mapped to a category. You see a clean summary before anything is saved.

03

Confirm and you're done

One click approves the import. Your dashboard, budgets, and reports update instantly. That's the whole workflow.

Features

Built for the way
freelancers actually work.

No double-entry bookkeeping. No chart of accounts. Just clear visibility into where your money goes.

AI Extraction

Scan receipts and bank PDFs. The model reads it, extracts every transaction, and proposes a category. You confirm.

Live Dashboard

Net income, cash flow, spending by category — updated the moment you import. No more guessing at month-end.

Ask Anything

"How much did I spend on software last month?" Ask in plain English, get a direct answer from your real data.

Recurring Tracker

Every subscription and bill tracked automatically. Know exactly what you're paying before it hits your account.

Budget & Goals

Set category limits, watch them fill in real time, and get an alert before you overshoot.

Reports & Export

P&L, cash flow, and spending summaries exported as CSV or PDF. Ready to hand to your accountant.

Ask Anything

Your finances,
answering back.

Instead of drilling into filters and date ranges, just ask. Trivio reads your actual transaction history and gives you a direct answer.

  • Understands natural language questions
  • References your real transaction data
  • Surfaces patterns you didn't know to look for
Ask Trivio
live
How much did I spend on software this month?
You spent $312.99 on software this month across 6 subscriptions. That's 32% of your expenses — up $58 from April. Adobe Creative Cloud is your largest at $54.99/month.
Which months am I most profitable?
Your three best months: March ($8,420), May ($5,750), and January ($5,210). Q1 is consistently your strongest quarter.
Ask about your finances…

From freelancers like you

I used to dread end-of-month bookkeeping. Now I upload my bank statement and Trivio has everything sorted before my coffee is done.

MH

Mara H.

Brand Designer

The AI extraction is uncanny. I threw 60 receipts at it and it got every category right. I corrected two. That's it.

JO

James O.

Freelance Developer

For the first time I can see whether I'm profitable month-to-month. That visibility alone is worth the subscription.

SL

Sofia L.

Independent Consultant

Pricing

Two plans. No catch.

Free

$0forever

Everything you need to get started.

  • 50 transactions / month
  • Spending dashboard
  • Manual categorisation
  • Basic reports
  • Email support
Get started free
Most popular

Pro

$9/month

For freelancers serious about their finances.

  • Unlimited transactions
  • AI receipt & PDF extraction
  • Ask Anything (AI chat)
  • Full reports & CSV export
  • Budget & goals
  • Priority support
Start Pro free for 14 days

Stop guessing.
Start knowing.

Free plan, no credit card. Upgrade when you're ready.

Create free account Start Pro free for 14 days
Free forever plan AI extraction included No spreadsheets Cancel anytime