Upload a PDF or connect Gmail and let your AI work for you. No spreadsheets. No manual entry. Ever.
KCB Bank · June 2025
43 transactions extracted
Income
+85,000
Expenses
-52,340
M-Pesa — Salary Credit
Income
KES +45,000
99%
Naivas Supermarket
Groceries
KES -3,840
97%
Shell Petrol Station
Fuel
KES -6,400
96%
Equity — Freelance Pay
Income
KES +40,000
99%
Uber — CBD to Westlands
Transport
KES -480
93%
+KES 85,000
income detected
Works with
How it works
ElevateHQ Assistant
Drop a PDF bank statement or connect Gmail to pull statements automatically.
Every amount, date and merchant is extracted from your statement.
The system has full context of your documents. Ask in plain language.
Confirm transactions, assign to a project or goal, and it's in your ledger.
From real users
Freelancers, business owners, group treasurers and individuals use ElevateHQ to get clarity on their money — without the manual work.
“I used to spend a Sunday afternoon every month reconciling M-Pesa receipts with my bank statement. ElevateHQ does it in about 45 seconds. I genuinely can't believe it's this accurate.”
Amara Osei
Freelance Graphic Designer · Nairobi, Kenya
“Running a group trip for 8 people was a nightmare. ElevateHQ's Projects feature turned our group WhatsApp arguments into a clean shared ledger. Everyone can see exactly who paid what.”
Fatuma Hassan
Group Treasurer · Zanzibar Trip · Mombasa, Kenya
“My side hustle was making money but I had no idea if it was actually profitable after costs. The first time I uploaded my statements, ElevateHQ showed me I was spending 40% of revenue on delivery. Game changer.”
David Mwangi
Online Boutique Owner · Kampala, Uganda
“Setting savings goals linked directly to KCB and M-Pesa is a lifesaver. I know exactly how much I have left to hit my target without guess-estimating at the end of the week.”
Kevin Mwangi
Software Engineer · Nairobi, Kenya
“My wife and I sync our statements to one dashboard. Reconciling household expenses has gone from hours of spreadsheets and arguments to a single, shared source of truth.”
Amina & John
Household Managers · Mombasa, Kenya
Who it's for
Payslip & statements reconciled instantly.
Track side hustle revenue and profit margins.
Monitor contractor payments & budgets.
Track group contributions transparently.
Connect transaction data to savings goals.
Instantly categorize and analyze business feeds.
A single shared view of joint accounts.
Who it's for
Payslip & statements reconciled instantly.
Track side hustle revenue and profit margins.
Monitor contractor payments & budgets.
Track group contributions transparently.
Connect transaction data to savings goals.
Instantly categorize and analyze business feeds.
A single shared view of joint accounts.
The Platform
From statement upload to project tracking, goals and tasks — one platform, all in context.
Projects
Budget vs actual for every project. Auto-tagged from your statements.
Finance
Full cashflow view — revenue, costs, monthly trends from real statements.
Sam K.
Pro plan
Good morning, Sam 👋
Friday, 12 July 2026
Active Projects
3
2 due this month
Statements
7
2 processing
Monthly Revenue
KES 78.4K
↑ 12% vs last month
KCB June Statement
Bank · Jun 2026
M-Pesa May Summary
Mobile · May 2026
New Project
Upload Doc
Finance
Set Goal
Goals
Savings targets that pull from real transaction data, not estimates.
Tasks
Follow up with contractors, request contributions — all in project context.
Sam K.
Pro plan
Good morning, Sam 👋
Friday, 12 July 2026
Active Projects
3
2 due this month
Statements
7
2 processing
Monthly Revenue
KES 78.4K
↑ 12% vs last month
KCB June Statement
Bank · Jun 2026
M-Pesa May Summary
Mobile · May 2026
New Project
Upload Doc
Finance
Set Goal
Projects
Budget vs actual for every project. Auto-tagged from your statements.
Finance
Full cashflow view — revenue, costs, monthly trends from real statements.
Goals
Savings targets that pull from real transaction data, not estimates.
Tasks
Follow up with contractors, request contributions — all in project context.
Know exactly what each renovation, hustle, or group trip costs — without digging through your feed.
Goals that update from real spending, not manual estimates. Know exactly where you stand.
Actions that live inside the project where the money is. Follow up, request, schedule — all in context.