Transactions by SOCii

Open Banking records

Ask in English. Freeze the exact subset. Take it to the accountant.

Transactions by SOCii turns a natural-language request into a visible, editable query, then an immutable Transaction Reference. The PDF is a consolidated selected-transaction report — never a bank statement.

  1. 01

    Connect a bank or import a file

  2. 02

    Ask a precise question

  3. 03

    Review the interpreted filters

  4. 04

    Select the rows yourself

  5. 05

    Export PDF, CSV, OFX, QIF