How PaisaPilot Works

Create your account with email and password. A step-by-step onboarding quiz asks for your persona (Student, Professional, Freelancer, Family, Business) to calibrate category defaults and initial budgets.

Upload your SBI bank statement in PDF or CSV format, or enter manual cash/UPI expenses with full description, payment source, and category tags.

Inspect parsed rows in a temporary preview table before committing. Spot unrecognized rows, duplicate alerts, or miscategorized items and correct them in place.

View accurate income, expense, and net cash-flow charts computed using integer paise. Filter by date ranges (this month, previous month, last 90 days) without math drift.

Query the assistant to explain your financial patterns. The AI relies solely on authenticated backend calculators, ensuring zero fabricated numbers.