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AI-Powered Expense Intelligence

Your Expenses,
Finally Understood

Upload receipts, import bank statements, and ask questions in plain English. FinExpense is your AI-powered financial operations platform.

Launch App → Explore Features ↓
FinExpense AI · expert mode
0 AI tools available
0 bank formats supported
3 LLM tiers — fast to expert
MCP Model Context Protocol ready
SF Salesforce CRM integrated

What FinExpense Does

Everything Your Finance Team
Needs in One Place

From receipt photos to Salesforce CRM — a single platform powered by AI that understands your business language.

Receipt
Receipt Extraction
Upload JPEG, PNG, or PDF receipts. Claude Vision extracts every line item, tax breakdown, currency, and payment method automatically. Tesseract OCR as fallback.
🏦
Statement Import
Supports Wells Fargo, Chase, American Express, Citi, Bank of America, OFX/QFX, and generic CSV. Drop in a PDF — the AI structures it. Confirm individually or in bulk.
💬
AI Conversation
Ask anything in plain English. “Show me dining expenses over $50 last quarter.” Powered by LangGraph with Claude Sonnet and GPT-4o. Sessions persist across restarts.
🧾
Invoice Management
Full invoice lifecycle from draft to paid or overdue. A 12-status state machine handles every transition. Vendor reports, overdue lists, and duplicate detection built in.
🏷️
Auto-Tagging
Three-tier tag inference: system rules → user-defined rules (exact, contains, regex) → LLM fallback. Tags apply to expenses, receipts, items, merchants, and invoices.
🔄
Duplicate Detection
Three-tier dedup: SHA256 hash exact match, reference ID match, and fuzzy detection (±$0.01, ±2 days). Auto-skips confirmed duplicates, prompts on fuzzy matches.

Architecture

Four Layers.
One Seamless Experience.

FinExpense is built from four cooperating services, each with a clear responsibility. All tool calls stream in real time to your browser.

45 tools
fin_mcp
FastMCP tool server
port 8766
→
LangGraph AI
fin_harness
Python FastAPI agent
Claude · GPT-4o
→
SignalR
fin_midware
.NET 8 real-time hub
SSE → WebSocket
→
React SPA
fin_client
Vite + TypeScript
6 themes
FE
FinExpense AI
• online
Expert · Claude Sonnet
What did I spend on travel in April? Break it down by merchant.
⚙  GetExpenses · date_range: Apr 1–30 · category: travel
📊  AnalyzeDataset · group_by: merchant
April travel: $3,847.20 across 12 transactions

●  Delta Airlines    $2,140.00
●  Marriott Hotels  $1,240.50
●  Uber                   $466.70

That’s +22% vs March. Would you like a CSV export?
Ask anything about your finances…

Statement Import

Every Major Bank.
Every Format.

Drop in a CSV, OFX, or PDF statement from any major US bank. FinExpense auto-detects the format and structures every transaction. Confirm entries individually or approve all at once.

Wells Fargo Chase American Express Citi Bank of America OFX / QFX Generic CSV PDF (AI parse)
Multi-currency
Original + USD equivalent stored
Privacy first
Card numbers stripped at parse time
Financial documents and receipts on a desk

Integrations

Salesforce CRM &
Model Context Protocol

FinExpense reaches beyond your expense ledger — into your CRM and into any AI agent that speaks MCP.

☁
Salesforce Integration
13 read/write tools for contacts, accounts, opportunities, cases, leads, campaigns, and campaign members. SOQL and SOSL queries supported.
SfinQuery — arbitrary SOQL execution
SfinSearch — SOSL full-text search
SfinGetOpportunities — by stage & owner
SfinCreateRecord / UpdateRecord / Upsert
SfinGetLeads, GetCampaigns, GetCampaignMembers
🤖
Model Context Protocol
All 45 tools exposed as FastMCP tools. Connect Claude Desktop, Cursor, or any MCP-compatible agent in seconds. No OAuth required.
claude_desktop_config.json 
{
  "mcpServers": {
    "finexpense": {
      "url": "https://expense.sarmadzhiev.com/mcp",
      "transport": "http"
    }
  }
}
View source on GitHub

The Team

Built by Practitioners,
for Practitioners

FinExpense was built to solve our own expense management chaos — and grew into a full AI financial operations platform.

NS
Nikolay Sarmadzhiev
Co-creator · Full-stack & AI Systems
Architect of the FinExpense platform. Designed the MCP/LangGraph integration, real-time streaming pipeline, and multi-bank statement parser. Passionate about making AI genuinely useful for everyday financial operations.
NS
Narayan S
Co-creator
Co-creator of FinExpense. Brought domain expertise and product vision that shaped the invoice lifecycle, Salesforce integration, and the AI agent’s conversational capabilities.
💡
The Origin
“We were drowning in receipts and spreadsheets. We built the AI assistant we wished existed — one that understands context, speaks finance, and actually saves time.”