Nine statements come in. Only one gets read.
Four institutions send you nine documents a month, each in its own format, its own date window and its own vocabulary. Yoseri merges them into a single statement, from the 1st to the last day of the month.
Yoseri is not open yet outside Canada.
This page describes the product as it works in Canada. The pension plans, the tax shelters and the connected banks here are Canadian: they do not transpose. Where you are, it would rather be the local public plan, with the local tax shelters as tax shelters and your tax administration opposite.
We do not claim to know those rules today — connecting them is work, not a translation. Tell us where you are: the order in which markets open is decided there.
412 lines come in. 406 count.
Six pairs of internal transfers cross your statement every month: from your chequing account to your TFSA, from your line of credit to your card. A naive aggregator counts them twice and inflates your spending by $2,450.
A transfer is not an expense.
Yoseri matches two lines when the amount is identical, the dates are fewer than three business days apart, and both accounts belong to you. Both lines stay visible — they leave the total, not the statement.
Your September looks 94% like your June, category by category. The three gaps come down to the annual car insurance, a $340 refund and twelve days of vacation.
Nine categories, and the name of the one that moved.
A statement that lists without sorting is useless. Every line joins its category, and every category is compared with the same month of the previous year.
One statement a month, all included.
The nine documents from your four institutions become a single dated page.
The demo runs on test data. No banking credentials are requested.