How to Chat With Your Statements in AI Chat

Imagine asking your bank statements a question and getting a real answer — that's exactly what AI Chat on StatementOrganizer does.

Once you've uploaded statements to your Vault, AI Chat lets you have a conversation about your own financial data. No formulas, no filters — just plain English.

Getting started:

1. Open AI Chat from the menu at statementorganizer.com.
2. Click New Chat and choose the category you'd like to discuss.
3. Type your question — for example, "How much did I spend on groceries last month?" or "List my biggest transactions this year."
4. Get an instant, easy-to-read answer based on your actual parsed statement data.

You can ask follow-up questions in the same conversation, just like chatting with a knowledgeable friend who's already read all your statements. Every chat is private and scoped only to your own data — nobody else's information is ever mixed in.

A quick note: you'll need at least one statement uploaded to the Vault before starting a chat, since AI Chat works from your real transaction data.

Found a question-and-answer combo that works particularly well? You can share your favorite prompts to the Community library so other users can benefit too — look for the sharing icon next to your questions.

Start a conversation with your own money at AI Chat today.