How the app is organized

Numwisely is organized into five primary areas: Home (Insights), Upload, Review, Subscriptions, and Invoices. Each area has a clear purpose so you move from raw financial documents to clean bookkeeping and client billing without confusion.

The practical daily workflow is: upload documents first, clean and validate them in Review, monitor recurring costs in Subscriptions, then create or schedule client invoices in Invoices. The Home page gives you the financial summary after all data is clean.

The Home page shows your financial overview: total income, total expenses, net balance, and category breakdowns. Charts display spending trends over time and highlight top expense categories. This is a read-only reporting surface — no editing happens here.

Insights becomes accurate only after Upload and Review are done correctly. If numbers look wrong here, the fix is always in Review, not in Insights.

Upload is where you import financial documents: PDF bank statements, CSV exports, scanned receipts, and images. You choose a processing mode (Standard or AI) before uploading, and the system extracts expense and income rows automatically.

After an upload completes, you receive a summary of rows extracted, rows that could not be parsed, and any errors. Move to Review immediately after every upload session.

Review is where you validate, correct, and finalize extracted transactions before they become part of your bookkeeping. You can edit category, amount, date, and description for any row. Bulk editing, filtering by month, category, and source file, and inline corrections are all available here.

Do not skip Review. Errors corrected here prevent wrong totals in Insights, incorrect invoice references, and audit problems later.

Subscriptions detects recurring charges in your uploaded expenses and lets you manage them with renewal dates and reminders. It is useful for controlling software subscriptions, SaaS costs, and any repeating monthly charge.

Detection works from already-uploaded and reviewed transactions. For best results, have at least two months of transactions uploaded before running detection.

Invoices covers the full billing lifecycle: creating invoices, managing clients, setting up recurring schedules, configuring email sending, and managing custom branded templates. Invoices support English, German, and Finnish output, VAT and EU reverse charge handling, and PDF generation.

You can switch between personal and business data at the top of every page. The toggle controls which workspace you see and edit. This keeps private and company finances separated across all views — Insights, Review, Upload history, and Subscriptions all respect the selected entity type.

Always confirm the correct entity type is selected before starting an upload batch or editing session. Records saved under the wrong entity type must be deleted and re-uploaded — there is no bulk move between personal and business.

Follow this order on your first day to avoid rework. Skipping business settings means invoices and emails will have missing or placeholder identity data.