WealthTrack

A desktop app that uses on-device AI to organise your personal finances. Upload documents, and our AI classifies, extracts, and structures your financial data automatically.

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AI Document Processing

Upload payslips, insurance documents, bank statements, tax records and more. Our AI identifies the document type and extracts the key financial data.

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Privacy First

Your data stays on your devices. The AI runs on your local network using open-source models — nothing is sent to the cloud.

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Financial Statements

Automatically generated profit & loss, cash flow, and balance sheet statements aligned to UK tax periods.

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40+ Document Types

From car insurance to crypto holdings, payslips to self-assessment — the AI handles the full spectrum of UK personal finance documents.

How It Works

  1. Upload a Document Drop a PDF or image of any financial document into the app.
  2. AI Classifies & Extracts The AI identifies the document type, then extracts all relevant fields using a type-specific schema.
  3. Review & Confirm Check the AI's work, make any corrections, and confirm the data into your financial records.
  4. Track Everything View your income, expenses, assets, liabilities, and tax obligations in one place.

Built With

React & Electron desktop app, FastAPI backend, LangFlow AI orchestration with Ollama running open-source LLMs locally. SQLite for storage. No cloud dependencies.