Smart Categorization

At Billytics, we revolutionize financial management by taking the hassle out of manual organization. Our AI-powered categorization system ensures that every bill, receipt, and invoice is sorted into intuitive categories, making financial data management effortless.

• Automated Organization: Forget about the endless hours spent manually sorting through financial documents. Billytics uses advanced algorithms to identify and categorize your bills and receipts based on type, vendor, and purpose.
• Customizable Categories: Tailor the categorization system to fit your unique financial needs. Add or rename categories to suit your lifestyle or business requirements.
• Quick Search & Access: Use the categorized view to locate specific documents instantly, whether it’s a utility bill from last month or a subscription invoice from a year ago.
• Detailed Insights: The categorization doesn’t just organize—it helps you track spending patterns in each category, empowering you to optimize your expenses.
• Seamless Updates: New bills fetched from your email are automatically categorized, ensuring your financial records stay up-to-date without any effort.

With Smart Categorization, Billytics simplifies your financial record management while providing deeper insights and full control over your financial data.

Centralized Dashboard

Managing your finances has never been easier. With Billytics’ dashboard called Document Hub, all your bills, invoices, and receipts are consolidated into one intuitive interface, giving you complete control and clarity over your financial data.

• Unified View: Say goodbye to scattered documents and disorganized folders. The dashboard brings together all your financial records—both digital and scanned paper documents—for quick and easy access.
• Real-Time Updates: Stay on top of your finances with real-time updates. New bills and receipts fetched from your email or scanned are instantly reflected on the dashboard.
• Customizable Layout: Personalize your dashboard to suit your priorities. Highlight key metrics, set quick-access shortcuts, or focus on specific document types.
• Search and Filter: Find exactly what you need in seconds. Use advanced search and filtering options to locate bills by date, vendor, category, or amount.
• Insights at a Glance: View essential financial summaries directly on the dashboard, including spending trends, upcoming payments, and overdue bills.
• Multi-Device Access: Access your dashboard from any device—whether you’re at your desk, on the go, or using a mobile device.

The Document Hub is designed to simplify financial management, ensuring that you’re always organized and prepared to make smarter financial decisions.

Secure Storage:

At Billytics, your data security and privacy are our top priorities. With robust encryption and compliance with privacy laws, we ensure that your financial information is safeguarded at every step. Here’s how we keep your data protected:

• Industry-Standard Encryption: All your financial documents, from bills to receipts, are stored using advanced encryption protocols, ensuring that unauthorized access is virtually impossible.
• Data Privacy Compliance: Billytics adheres to global privacy standards, including GDPR, CCPA, and other applicable regulations. Your personal and financial information is handled with the utmost care, ensuring compliance with all privacy laws.
• Secure Cloud Storage: Your data is stored on highly secure servers, equipped with multiple layers of protection to prevent breaches or data loss.
• Regular Security Audits: We perform routine security audits and updates to stay ahead of potential threats and maintain the highest security standards.
• Two-Factor Authentication (2FA): Add an extra layer of protection to your account with 2FA, keeping your data secure even if your login credentials are compromised.
• Privacy by Design: From the ground up, Billytics is built with privacy at its core. Your data is never shared or sold to third parties.

With Secure Storage, Billytics combines cutting-edge technology with strict privacy measures, giving you peace of mind that your financial data is always safe, secure, and private.

Custom Reports

At Billytics, we understand that every individual and business has unique financial needs. Our Custom Reports feature empowers you to generate tailored insights, helping you stay in control of your finances. Here’s what makes this feature essential:

• Personalized Reporting: Create reports that suit your specific requirements. Whether you need to track monthly expenses, compare quarterly spending, or analyze vendor-specific costs, Billytics adapts to your needs.
• Budget Management: Design reports to monitor your budget effectively. Identify areas where you can cut costs or allocate resources more efficiently.
• Trend Analysis: Gain deeper insights into your financial habits with detailed trend reports. Discover recurring patterns, seasonal spending fluctuations, or unexpected changes in your expenses.
• Category-Specific Reports: Drill down into specific categories, to get a clearer picture of where your money goes.
• Exportable Formats: Download reports in various formats (PDF, Excel, CSV) for easy sharing or integration with other financial tools.
• Visualized Insights: Transform raw data into easy-to-understand visuals. Generate graphs, pie charts, and bar charts to make your reports both informative and visually appealing.
• Scheduled Reporting: Set up automated reports to be generated and sent to your email regularly, ensuring you stay informed without any manual effort.
• Collaborative Use: Share custom reports with family members, team members, or financial advisors to streamline financial planning and collaboration.

With Custom Reports, Billytics ensures that you have the flexibility and tools needed to make informed financial decisions, whether you’re managing personal finances, running a business, or planning for the future.

Automated Reminders

Never miss a payment again with Billytics’ Automated Reminders feature. Designed to keep you on top of your financial obligations, this feature ensures you stay organized and avoid unnecessary fees or service interruptions. Here’s how it works:

• Automated Email Processing: Billytics auto-reads any bill, subscription, or credit card payment due email from your mailbox and creates reminders for you. This automated process ensures that nothing slips through the cracks, providing effortless tracking of your financial commitments.
• Bill Payment Alerts: Receive timely reminders for upcoming bill payment deadlines. From utility bills to credit card payments, Billytics ensures you’re always prepared.
• Subscription Management: Keep track of your subscriptions with renewal and cancellation reminders. Avoid unexpected charges for services you no longer use.
• Custom Notification Settings: Tailor reminders to your preferences. Choose how and when you want to be notified—via email, push notifications, or in-app alerts.
• Recurring Payment Tracking: For bills with recurring payment schedules, Billytics automatically sets up reminders so you don’t have to input them repeatedly.
• Expense Forecasting: Get an overview of upcoming payments to plan your budget more effectively.
• Integrated Calendar View: View all your reminders in a centralized calendar format, making it easy to see what’s due and when.

With Automated Reminders, Billytics eliminates the stress of keeping track of due dates, giving you peace of mind and helping you maintain financial stability. Whether it’s a bill, loan, or subscription, we ensure you’re always one step ahead.

Receipt Scanning

Say goodbye to the clutter of paper receipts and invoices! With Billytics’ Receipt Scanning feature, you can quickly upload or scan paper documents using your phone. Our intelligent system extracts key details such as amounts, dates, and vendor information, then categorizes them for seamless tracking and analysis.

How It Works:

• Snap a photo or upload a scanned document directly to Billytics using our dedicated mobile app.
• The system automatically identifies and captures essential details like total cost, taxes, and due dates.
• Receipts and bills are categorized based on type (e.g., utilities, subscriptions, business expenses).

Benefits:

• Time-Saving: No more manual entry or sorting through piles of paper.
• Accurate Records: Ensure every expense is accounted for and organized digitally.
• Convenient Access: Retrieve and download scanned records whenever you need them, perfect for tax filing or financial audits.

With the Billytics app, scanning receipts and bills directly from your phone has never been easier. Enjoy a more streamlined, paperless experience with Billytics!

AI-Powered Suggestions

Take control of your finances with personalized insights from Billytics’ AI-powered system. Our advanced algorithms analyze your financial data to provide tailored suggestions, helping you make smarter decisions.

How It Works:

• Expense Tracking: Billytics identifies your spending patterns and categorizes them for easy analysis.
• Tailored Reports: Generate detailed reports to visualize trends, track budgets, and highlight areas where you can save.
• Adaptive Insights: The AI learns your preferences and provides customized recommendations to optimize your financial planning.

Benefits:

• Smarter Budgeting: Identify areas of overspending and allocate funds efficiently.
• Proactive Planning: Stay ahead with insights that help you anticipate upcoming expenses.
• Time Efficiency: Let Billytics handle the analysis, so you can focus on making decisions that matter.

Whether you’re managing personal finances or business expenses, Billytics adapts to your needs, offering actionable insights that grow with you. Unlock the full potential of your financial data with AI-powered suggestions!