Skip to content

Inbox and the ledger

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.

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 →
Inbox

What arrived from outside and waits for my word?

Transactions214 total · 24,431 USDAllIncomeSpending

DatePayeeCategoryAmount

Sep 10 02:48 PMHosting💻 Software−320 USD

Sep 10 02:23 AMTaxi · client meeting🚕 Transport−30 USD

Sep 10 02:23 AMLegal review📐 Services−1,007 USD

Sep 9 11:02 AMKestrel Foods🏦 Income+8,400 USD

Transactions

Filter cards with the assistant's own figures: in, out, without a category, without a receipt, each one a filter.

Categories · 212 rows filed

Payroll & contractors31
Software & subscriptions46
Office & equipment18
Travel12

Rule, in words

payee contains Hetzner → Software & subscriptions

Applied to 14 past rows · the next import files itself

Keep the ruleUndo

Categories and rules

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 →
Accounts and rails

Where does the money sit right now?

Move in · 3 sources, one plan
Drop statements, exports, invoices and contracts here, or a ZIP of themUp to 500 files in one run, 20 MB each. CSV, XLSX, PDF, images, Word.

AccountFilesRowsMonths

Mercury · Operating6 CSV1,214Jan to Aug 2026

Kraken1 export388Mar to Aug 2026

Paper41 PDF41 matchedto their rows

Nothing booked twice · closed months untouched · undo the run or one file

Move in

Drop every statement, export, invoice and contract of the old books at once, in a single upload that reads them all.

September 2026 · 4 budgets

💻 Software & subscriptionsOver by $214118%Over

🏢 Studio rent$0 left100%Inside

✈️ Travel$406 left84%Inside

📣 Marketing & advertising$884 left56%Inside

Budgets

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.

See it on your own books

Thirty minutes: we connect an account, drop a real bill in, and close a month together.