OpBoard
Finance operations software that imports bank CSVs and auto-categorizes transactions with AI-suggested keywords to track spending without formulas or maintenance
The product is finance operations software that imports bank CSV files and auto-categorizes transactions using AI-suggested keywords to show where money is spent without requiring formulas or ongoing maintenance. It is for consumers and business finance users who need to track and categorize everyday spending. It is positioned as providing spreadsheet-level control with software-level automation and is delivered as SaaS with a free tier.
Key features
- Import bank CSVs
- Auto-categorize transactions
- AI-suggested keywords
- Track where money goes
- No social media activity within the last 30 days
GTM channels
- No GTM activity detected
ICP
- Finance accounting teams
- Consumers general
- SMB owners