Finance · AI expenses
Upload the bank statement or the invoice and the AI extracts the expenses, classifies them and recognizes your vendors. You review and edit before recording: month-end close stops being an afternoon of manual data entry.
No credit card required
The problem
Today
With Koti
Today
Month-end close starts by opening the bank statement and typing every movement in by hand.
With Koti
You upload that same file and the AI extracts the expenses already split by concept and amount.
Today
Classifying each expense is one decision repeated fifty times: was this services, supplies or maintenance?
With Koti
The AI proposes the category and recognizes the vendor; you only correct what does not fit.
Today
A typo in an amount gets discovered at the assembly, three weeks later.
With Koti
Everything passes through a review screen: you edit any field before the expense is recorded.
Admin
The AI does the data entry; the decision stays yours. Nothing is recorded until you approve it.
01Import
02Close
Import
Close
In detail
You upload a document containing expenses and the AI extracts and classifies them. That is the step that normally eats the whole afternoon of month-end close: reading a bank statement line by line and deciding which category each movement belongs to.
The AI does not only read the amount: it recognizes the vendors you already have on file for the community and ties the expense to the right one, instead of leaving you a loose description from the bank.
It accepts the statement your bank sends, the vendor’s invoice, or any PDF, CSV or XLSX file containing expenses, up to 10 MB. Nothing has to be converted into a special template.
The third step is always human: you edit any field before creating the movement, and every row carries its confidence level — high, medium or low — so you know where to look. The AI speeds up data entry, but the expense that ends up in the community’s books is the one you approved.
The real risk of importing is not getting an amount wrong, it is booking the same expense twice. Every movement is checked against what is already recorded across the months the file covers and gets flagged as a possible duplicate before you create it.
Every imported movement stays marked as such in the monthly view, and you can filter the ledger by origin to separate hand-entered from imported. The document you uploaded also stays attached to the movements that came out of it, so the backup travels with the record.
Services, supplies, insurance, staff salary, utilities, maintenance, special assessment. The categories are the ones actually used in a condominium’s books, and they are configured from the finance settings.
Imported expenses land straight in the monthly view and feed the net balance and the expenses-by-category chart of the financial report. Importing stops being a separate errand and becomes the first step of the close.
Try Koti in your community today, without the headaches.
14-day free trial · No credit card required
Prefer to be shown around? Book a demoMessage us on WhatsApp
All communications encrypted and sensitive data protected in transit and at rest.
Personal data protection compliant with Mexican law (LFPDPPP).
AWS infrastructure with automatic daily backups.
Keep exploring
Go deeper
Set up your community in minutes and try all of Koti — no card, no lock-in.
No credit card requiredSee pricing