Not everything comes through a bank feed. Paper receipts from the farmers market, PDF statements from a smaller credit union, utility bills buried in your email, tax documents scattered across folders — your financial life is spread across dozens of formats and sources.

rogat.ai can ingest them all. Upload a PDF, photograph a receipt, or paste raw text — the AI parses every line, categorizes each transaction, and organizes it alongside the rest of your financial data. No manual data entry, no spreadsheets, no missed purchases.

The Problem with Bank Feeds Alone

Bank connections are powerful, but they have blind spots. If you rely solely on automatic bank syncing, you're missing a significant chunk of your financial picture.

What bank feeds miss:

  • Some Canadian credit unions and smaller institutions don't support Plaid
  • Paper receipts from cash purchases are completely invisible to bank feeds
  • Tax time means hunting through folders of PDF statements manually
  • Manual data entry is tedious, error-prone, and nobody actually does it

The result? An incomplete picture of your spending, missing deductions at tax time, and hours wasted on data entry that a machine could do in seconds. rogat.ai solves this with three flexible import methods.

How It Works

Three ways to get your financial data into rogat.ai — each powered by the same AI engine that handles your automatic bank transactions.

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PDF Upload

Drop a bank statement or bill PDF into rogat.ai. The AI extracts every transaction — amounts, dates, merchant names, and reference numbers — and maps them into your account. It works with any Canadian bank statement format, from RBC to your local credit union. Multi-page statements, multi-account PDFs, even scanned documents are handled automatically.

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Photo / Camera

Take a photo of a paper receipt or bill with your phone. OCR combined with AI extracts line items, subtotals, tax, tip, and the total amount. The merchant is automatically identified and categorized — even from crumpled, faded, or partially obscured receipts. Works with grocery store tapes, restaurant bills, contractor invoices, and more.

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Text / CSV Paste

Paste exported text or CSV data from any source — a spreadsheet, a bank's CSV export, or even a plain-text email summary. The AI parses columns, identifies which fields are amounts, dates, and descriptions, and maps everything to your existing categories. No need to fuss with column mapping or field formatting.

AI Does the Heavy Lifting

Regardless of the import method, the same AI pipeline processes your data. Here's what happens the moment you upload, photograph, or paste:

The entire process takes seconds. You upload a 12-page annual bank statement, and within moments every transaction is parsed, categorized, de-duplicated, and sitting in your dashboard — ready for analysis.

Use Cases

Here are the most common scenarios where import becomes indispensable.

Tax Preparation

Upload all your annual statements from every account. Get a fully categorized breakdown — medical expenses, charitable donations, business costs — ready to hand to your accountant or plug into TurboTax.

Cash Purchases

Snap receipts from farmers markets, cash-only restaurants, garage sales, and street vendors. Every dollar gets tracked, even when plastic isn't involved.

Small Bank / Credit Union

If your institution isn't supported by Plaid, simply download your monthly PDF statement and upload it. Full transaction history, same AI categorization, zero compromise.

Expense Reports

Photograph business receipts on the go, let AI auto-categorize them, and export a clean summary for reimbursement. No more shoebox of crumpled receipts at month-end.

Supported Formats

rogat.ai accepts financial data in virtually any format you can throw at it.

Your Receipts, Organized in Seconds

Stop losing track of cash purchases, PDF statements, and paper receipts. Let AI do the work.

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