CSM Spend Tracker
Version 3 — AI-Powered Expense Intelligence ☁ Cloud Synced
Upload Revolut CSV, Xero CSV, or Bank PDF Statement
Drag & drop or click to browse. Supports CSV and PDF. Only outgoing transactions will be tracked.
Spend by Category
Category Split
| Date | Description | Amount | Category | Department | Spender | Client |
|---|
| Subscription | Monthly Cost | Category | Spend Owner | Approver | Renewal | Cancellation | Review Date | Client |
|---|
Ask CSM
Ask anything about your expenses. AI analyses your real transaction data.
Try asking:
AI analyses your uploaded transaction data. Upload expenses first for best results.
Custom rules override default categorisation. When you reassign a transaction's category, it's saved here and applied to all future uploads.
| Merchant / Description | Category | Client |
|---|
Settings
Claude AI API Key
Enter your Anthropic API key to enable AI-powered categorisation. The key is stored securely in your browser only.
AI Categorisation Mode
Choose how transactions are categorised.
Data Management
This clears saved rules and recurring subscription data from your browser.
Allowed Team Members
Only these Google emails can access the app. Add or remove team members below.
💳 Revolut Auto-Sync
Connect your Revolut Business account to automatically pull transactions instead of manually uploading CSVs.