Mail, receipts and bills leave the queue filed
Mail, receipts and expenses wait in one queue, and every row lands with its category and its paper.
- Figma invoiceRead from the mail · Software$45.00Filed
- Wolt receiptMatched to a card payment€18.40Matched
- Statement · MainSeptember · closing balance checkedFiled
- Bolt4 rows · Travel?€62.10
- Notion LabsRule: Software$96.00
Everything that arrives, and where it lands
Mail, receipts and expenses wait in the inbox, and a rule you write in words keeps the next one filed the same way.
Transactions in depth →What arrived from outside and waits for my word?
Filter cards with the assistant's own figures: in, out, without a category, without a receipt, each one a filter.
Categories · 212 rows filed
Rule, in words
payee contains Hetzner → Software & subscriptions
Keep the ruleUndo
Rows without a category queue up by merchant, and one rule in words files the next import on its own.
Every account, with its history
Banks by feed or statement, exchanges by read-only key, wallets by address; budgets name the day they run out.
Accounts and rails in depth →Where does the money sit right now?
AccountFilesRowsMonths
Mercury · Operating6 CSV1,214
Kraken1 export388
Paper41 PDF41 matched
Drop every statement, export, invoice and contract of the old books at once, in a single upload that reads them all.
💻 Software & subscriptionsOver by $214118%Over
🏢 Studio rent100%Inside
✈️ Travel84%Inside
📣 Marketing & advertising56%Inside
Monthly limits per category, what is left of each, what slipped past.
Questions
The questions that come first
Does Orla categorise transactions on its own?
Yes. A rule you write in words, such as payee contains Hetzner, files under Software, applies to the rows already in the book and to the next import; whatever no rule knows waits in the inbox until you press once on the category it belongs to.
Can I bring the history from my old bookkeeping tool?
Yes. Move in reads a CSV, a QuickBooks or a Midday export whole: transactions with your own categories, receipts still attached to the right payment, and the customer list, with a preview before anything lands.
What happens when a budget runs out?
A budget names the day it runs out at the current pace and warns the people you chose before that day; the alert is a fact on the home board and a message in the chat you connected, not an email you find later.
Read next
Where this goes on
Write your first mandate
on a thirty minute call
On your own books: one position, one rule, and the first bill waiting for your button.