Taupi

Treasury Management Software

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Taupi is a financial management tool designed to automatically organize and analyze bank statements, providing clear insights into spending patterns, account balances, and financial trends without manual data entry. Its key features include multi-language support in Latvian, Russian, and English, compatibility with major Latvian banks and international financial services through various file formats, AI-powered transaction categorization that learns and corrects over time, and a user-friendly dashboard offering export options in PDF, CSV, or Excel formats, all while ensuring data privacy through sanitization and masking. This solution is ideal for consumers and small business owners in Latvia seeking to improve financial clarity, streamline expense tracking, and improve budgeting accuracy by consolidating multi-currency accounts and offering tailored categorization sensitive to local banking conventions.

Taupi can be found in Treasury Management Software categories.

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Taupi Main Features

• All-in-one view
  See balances for bank accounts, credit cards, cash, and investments in one place, updated automatically.
• Automatic sorting
  AI reads transaction names and sorts them into categories, and it learns to do it better over time.
• Privacy protection
  Your data is protected and masked, and sensitive information is kept private and secure.
• Supports many banks
  Works with major Latvian banks like Swedbank, SEB, Citadele, and Luminor, plus Revolut and Wise.
• Bank statement clarity
  See where your money went by uploading bank statements that are automatically categorized and displayed in your language.
• Multi-currency support
  View balances in different currencies (EUR, USD, GBP, RUB, CHF) and see them converted into one base currency.
• View your finances easily
  See a dashboard with your accounts, categories, and spending trends, and export reports in PDF, CSV, or Excel.
• Easy bank statement upload
  Upload your bank statement as a CSV or XML file without manual data entry.
• Support multiple languages
  Use the app in Latvian, Russian, or English for easy understanding.
• Recognizes Latvian bank details
  Understands Latvian bank prefixes like SIA, AS, and PIRK to correctly categorize transactions.

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