Upload anything financial
Bank statements, invoices, receipts, payslips, bills and investment statements in PDF, CSV, spreadsheet or photo form.
Personal financial intelligence
Every financial document you own, finally working together.
MONEYA reads your statements, invoices and receipts, organises the numbers into one living financial picture, and gives your advisor a precise view only when you grant it.
- Default currency
- ZAR (R)
- Document types
- 7
- Data owner
- You
Monthly overview
MarchMoney in
R 68 400
Money out
R 41 980
Net cash flow
R 26 420
Recurring
R 12 310
Housing34%
Groceries22%
Transport16%
Insurance11%
Housing rose 8% against your six month average, driven by a single municipal invoice.
The platform
Built for people who want their finances understood, not just stored.
Organised the moment it lands
Every document is read, classified and filed. Transactions are extracted, deduplicated and categorised without manual entry.
A financial picture that updates itself
Income, spending, net cash flow, recurring commitments and month on month movement, all in South African Rand by default.
Insights written in plain language
Clear observations about where money went, what changed and which commitments deserve attention this month.
Advisor access on your terms
Invite your financial advisor, see exactly what they can view, and revoke access at any time with one action.
A vault built for private records
Documents are stored privately, served through short lived secure links and visible only to you and people you approve.
How it works
Three steps from paperwork to clarity.
- 01
Upload your documents
Drop a statement or snap a receipt. MONEYA accepts the formats your bank and suppliers already give you.
- 02
Let MONEYA organise it
Amounts, dates, merchants and totals are extracted and filed into the right categories automatically.
- 03
Act on what you see
Track goals, review recurring costs, export a report or share a clear view with your advisor.
For financial advisors
A portfolio view of every client who has invited you.
Review client cash flow, documents and financial health from one dashboard. Keep private notes, flag what needs attention and work only with the information each client has chosen to share.
- Access begins with a client invitation and ends the moment they revoke it
- Read only by design, so client records stay exactly as the client left them
- Advisor notes stay private to you and are never shown to the client
Client portfolio
T. Mokoena
Needs review
A. Naidoo
On track
L. van Wyk
On track
Get the app
One MONEYA app. It knows who is signing in.
Install MONEYA on your phone, tablet or computer. It opens straight into the app with no landing page. Sign in as an individual and you get your vault, documents and overview. Sign in as a financial advisor and you get your client workspace instead.
Free to install. No app store account needed.
For you
Upload statements, invoices and receipts, watch your overview build itself, set goals and decide who may see what.
- Your private document vault
- Cash flow and insights
- Goals and reports
For your financial advisor
The same app, a different workspace. Advisors see only the clients who invited them and only the areas those clients approved.
- Client dashboard
- Read only client records
- Notes shared with the client
Start with one document.
Upload a recent bank statement and MONEYA will build your first financial overview in seconds.
Get started free