Add the records you own
Upload supported receipts, invoices, and bills as their own files so the original paper trail remains available.
Financial insights
See financial insights in the records you keep.
Pocket Archive turns usable totals in eligible documents into views by time, tag, and recurring counterparty pattern—then keeps the supporting files one click away.
Document-derived amounts only. Currencies stay separate. Pocket Archive does not connect to bank accounts or provide accounting or tax advice.
From records to results
From stored records to financial insights you can inspect.
Pocket Archive works with the records you already own. It surfaces usable details, shows what could not be included, and preserves the path back to each source.
Review usable details
Text recognition and extraction surface likely totals, tax, dates, counterparties, and currency. Missing fields remain visible as review work.
Explore, then open the source
Compare time periods, tags, and recurring counterparty patterns, then open the supporting documents behind a result.
Honest coverage
Useful totals without pretending the archive is complete.
Financial insights are designed to explain what the current archive can support—not to turn a folder of documents into a bank ledger.
One currency at a time
CAD, USD, and other currencies stay separate instead of being combined into a misleading grand total.
Coverage stays visible
See how many eligible documents were included and which records need a currency, direction, amount, or refreshed extraction before they can contribute.
Patterns, not predictions
Recurring counterparty views summarize patterns found in documented records. They do not predict subscriptions, balances, or future charges.
Ways to review
Move from the total to the paper trail.
Each view answers a different question while keeping the underlying receipts and invoices within reach.
01Amounts over timeSwitch between month, quarter, and year to understand when documented amounts appear in the archive.
Use the time view alongside the supporting documents already included in the selected source.Supporting records remain available
02Tags and saved viewsBreak down eligible totals by tag or narrow the source to a saved Library view. Tag totals may overlap.
The selected source remains visible so the scope of every number is clear.Supporting records remain available
03Recurring counterparty patternsReview counterparty, cadence, median amount, last-seen date, and confidence based on the records currently available.
Select a counterparty pattern to inspect the supporting documents behind it.Supporting records remain available
Financial record privacy
Keep financial evidence private and traceable.
Financial records can contain names, addresses, purchases, income, and payment details. Pocket Archive keeps the archive private and makes every result checkable against its source.
Financial recordEncryptedSource linked
Read the privacy policy Financial insight FAQ
Questions about document-based financial insights
Does Pocket Archive track every purchase?
No. Financial insights cover only owned documents with the usable fields required for the selected view. Coverage gaps remain visible for review.
Does it connect to my bank or cards?
No. Pocket Archive works from documents you upload. It does not synchronize bank accounts, credit cards, or cash balances.
Can I use these totals for accounting or taxes?
Pocket Archive can help organize and retrieve supporting records, but it does not provide accounting or tax advice. Verify important amounts in the originals and consult a qualified professional when needed.
Why might a document be excluded?
A record may be excluded when a required amount, currency, transaction direction, or current extraction needs review.
Need help checking a financial record?Contact support
Start with a few records
Make the numbers in your paper trail easier to check.
Start free, upload a small set of financial records, and see which insights your documents can support.
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