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Kleev

Import bank and credit card CSVs, categorize transactions automatically, and use AI to interpret financial changes

freemium
Last Updated 9/7/2026

About Kleev

Kleev organizes Australian bank and credit card statements. After you import a CSV, it categorizes each transaction, handles transfers, refunds, and duplicates, and remembers the import layout for reuse. Kleev AI reads changes in spending, wealth, and goals, then reports trends and surprises in one plain-language sentence. Files are parsed in-browser and the original CSV is not uploaded; if the bank layout cannot be recognized, five sample rows are sent to AI for classification.

Best for

Individuals who need to organize bank or credit card statements
People who manage transaction records with CSV
People who want to understand changes in spending, wealth, and goals

Best use cases

Organize Australian bank and credit card statements

Import CSV and categorize transactions automatically

Reconcile transfers, refunds, and duplicate records

Quickly view changes in spending, wealth, and goals

Features

Multi-format CSV import

Reads 120+ Australian bank and credit card formats and learns the import layout for reuse next time.

Automatic transaction categorization and reconciliation

Automatically categorizes each transaction and handles transfers, refunds, and duplicates.

Kleev AI financial insights

Reads the numbers, finds changes, and explains spending, wealth, and goal trends and surprises in one plain-language sentence.

Browser-side data parsing

CSVs are parsed in-browser; the original file is not uploaded.

Pros

  • Supports 120+ Australian bank and credit card formats
  • Parses CSVs in-browser; original files are not uploaded
  • Automatically handles transfers, refunds, and duplicates
  • No bank login credentials required

Cons

  • No personalized financial advice; general, educational information only
  • If a bank layout is not recognized, five sample rows are sent to AI

Pricing Plans

Annual plan

A$3.39/wkannual
  • billed once a year

4-week plan

A$3.99/wk4 weeks
  • two weeks free off your first bill

* Pricing information is for reference only. Please refer to the latest announcement on Kleev's official website.

FAQ

No. Kleev says it does not require bank login; CSVs are parsed in-browser and the original file is not uploaded.
No; Kleev AI provides general, educational information only.

Tool Information

DeveloperKleev
Release Date9/7/2026
Pricingfreemium