Platform Capabilities

Every tool you need to understand your money.

ExpenzX combines manual transaction tracking, AI-powered receipt scanning, smart budgeting, and detailed financial reports in one clean, focused app.

ExpenzX Features Dashboard
Feature availability: FreeAvailable on all plans ProPro & Premium plans PremiumPremium plan only

Core financial tools

Built around the things that actually matter: knowing what you earn, what you spend, and where you stand.

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Transaction Management

Free

Add income and expenses with full control. Categorise transactions, attach notes, mark recurring entries, and use powerful search and date-range filters to find anything instantly.

Income

£4,250

Expenses

£1,840

Net

£2,410

Categories

12

assessment
Free

Financial Reports

Visualise your financial health with summary reports covering income vs. expenses, net profit margin, top spending categories, and month-by-month breakdowns. Available to all users.

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Pro

AI Receipt Scanning

Photograph any receipt and Azure AI Document Intelligence reads it instantly — extracting the amount and merchant. Then OpenAI assigns the right expense category and writes a clean description automatically.

auto_awesome Azure Document Intelligence OCR
auto_awesome OpenAI auto-categorisation
auto_awesome Smart description generation
analytics

Budget Tracking

Pro

Set monthly spending limits per category. ExpenzX tracks your progress in real time and alerts you as you approach or exceed each budget. Stay in control without having to think about it.

Groceries · £300 limit68% · £204 spent
Dining Out · £150 limit94% · £141 spent
Transport · £200 limit41% · £82 spent
Entertainment · £100 limit55% · £55 spent
Utilities · £180 limit72% · £130 spent
Subscriptions · £80 limit38% · £30 spent
AI Budget Advisor Premium

Budget suggestions powered by your own history

Instead of guessing what to budget, let AI analyse your actual spending patterns and recommend realistic monthly limits for each category. The advisor uses OpenAI to study your historical data and generate personalised suggestions — not generic rules.

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    Personalised to your habits

    Analyses your last several months of real spending — not national averages or generic benchmarks.

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    Realistic, round-number targets

    Suggestions are sensible round numbers, not awkward figures — easy to remember and review.

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    Graceful fallback

    If AI is unavailable, a statistical algorithm generates smart suggestions based on your spending distribution.

smart_toy AI Budget Suggestions Based on last 3 months
shopping_cart Groceries
£300 / month
restaurant Dining Out
£150 / month
directions_car Transport
£200 / month
subscriptions Subscriptions
£80 / month

Apply all suggestions with one click, or adjust individually.

repeat Recurring Templates

Monthly Salary

Monthly · Next: 1 Jul

+£3,500

Rent

Monthly · Next: 1 Jul

-£1,200

Netflix

Monthly · Next: 15 Jun

-£17.99

Gym Membership

Monthly · Next: 20 Jun

-£45.00

Freelance Invoice

Biweekly · Next: 19 Jun

+£750
Recurring Transactions Premium

Set it once, tracked automatically

Set up any repeating income or expense — salary, rent, subscriptions, loan repayments — and ExpenzX automatically logs the transaction on schedule. No more forgetting to record your monthly bills.

today

Daily

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Weekly

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Biweekly

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Monthly

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Quarterly

update

Yearly

Document Storage Premium

Your financial documents, all in one place

Store receipts, invoices, bank statements, tax documents, and any other financial file securely on Azure Blob Storage. Organise by period, add descriptions, and retrieve anything in seconds.

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    All common file types supported

    Upload PDFs, Word documents, Excel spreadsheets, CSV files, images, and more.

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    Organise by period

    Tag documents with a year or period so tax time is never a scramble again.

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    Secured on Azure

    Files are stored encrypted in Azure Blob Storage with the same security protecting your transaction data.

Documents 1 GB storage
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Tax_Return_2024.pdf

FY 2024 · 1.2 MB

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Expenses_Q1_2025.xlsx

Q1 2025 · 84 KB

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Receipt_Tesco_Jun25.jpg

Jun 2025 · 340 KB

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Invoice_May2025.pdf

May 2025 · 256 KB

Reporting Analytics
Reports Free

Clear financial reports for every user

Every ExpenzX account includes full reporting. Understand your financial position with interactive charts, category breakdowns, and period-over-period comparisons.

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    Summary reports

    Total income, total expenses, net profit margin, and your top spending category at a glance.

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    Month-by-month breakdown

    See income vs. expenses for each month of the year with growth rate indicators.

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    Calendar & fiscal year windows

    Choose between a calendar year (Jan–Dec) or a custom fiscal year start to match how your business works.

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    Multi-currency support

    Track transactions in any currency with real-time exchange rate normalisation built in.

Security

Your data is protected at every layer

ExpenzX is built on Microsoft Azure with enterprise security standards. We use read-only patterns throughout — we never store passwords, never move money, and encrypt everything.

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    256-bit AES encryption

    All data encrypted at rest in Azure Cosmos DB and in transit via TLS. Your financial data is unreadable to anyone without your credentials.

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    Google OAuth — no passwords stored

    Login is handled entirely by Google. ExpenzX never sees or stores your password — only a secure token that identifies you.

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    Azure cloud infrastructure

    Data stored in Azure Cosmos DB and Blob Storage, backed by Microsoft's enterprise-grade security, redundancy, and compliance certifications.

  • speed

    Rate limiting on all endpoints

    Every API endpoint is rate-limited per user to protect against abuse and ensure fair performance for everyone.

verified_user
lock AES-256 Encrypted
cloud_done Secured on Azure

Ready to take control of your finances?

Start free — no credit card, no setup complexity. Upgrade when you need more.