Getting StartedIntroduction

Introduction to FinanceFlow Pro

AI-powered personal finance management on Google Sheets with OCR receipt capture.

Introduction to FinanceFlow Pro

FinanceFlow Pro is a comprehensive personal finance platform built on Google Sheets, enhanced with AI categorization, OCR receipt capture, and BigQuery analytics.

What FinanceFlow Pro Does

  • Automatic transaction categorization with CRA tax rules
  • OCR-based receipt capture via Google Drive
  • BigQuery-powered analytics and reporting
  • Pre-Insert deduplication pipeline
  • Multi-account support across all major Canadian banks

Getting Started

FinanceFlow Pro is installed as a Google Sheets add-on. Contact your administrator for access.