Help Centre

Your CSV file is parsed in your browser, so we never receive the raw file. The one exception is a bank layout we don't recognise yet: to work out which column holds what, we send the column headers, the file name and the first five rows to our AI, and we save the headers with your mapping so the next file imports without setup. The parsed rows are then stored either locally or (once you sign in) under your account on cloud infrastructure provided by Vercel (hosting), Supabase (database), and Anthropic (AI inference). All three hold SOC 2 Type II reports; Vercel and Supabase additionally hold ISO 27001 certifications. Kleev itself is not independently audited under those frameworks: we're a small team and certification is on the roadmap, not the ledger today.

What we can promise: bank credentials never touch our servers (CSV-only ingestion), data is encrypted at rest and in transit, and one-click wipe is a real button, not a support ticket. We don't sell, share, or mine your data.

Be aware that Kleev's AI features (categorisation, transfer detection, loan extraction, AI chat, financial insights) do send transaction details, account names, balances, and aggregated context to Anthropic to generate their output. Anthropic states it doesn't retain API inputs on its standard tier. The full list of providers and what's shared with each is in the Privacy Policy.

No. Kleev never connects to your bank. You export statement CSVs from your own online banking and drop them into Kleev, which reads them in your browser. We never see your credentials, and we never need to.

Everything goes. All cloud data is hard-deleted within 30 days. Local browser storage is wiped on sign-out. One click in settings, with no support ticket and no email confirmation.

Yes. At rest on our cloud infrastructure (Vercel, Supabase, Anthropic; all SOC 2 Type II, Vercel + Supabase also ISO 27001) and in transit (TLS). Kleev itself isn't independently audited under those frameworks yet. The local browser storage is unencrypted by design (encryption-at-rest in the browser is a false promise), so if someone has physical access to your unlocked machine they can read it. Use a screen lock.

No, and we're explicit about that. Kleev sits inside the AFSL descriptive layer: it tells you what's happening with your money ("you spent 30% more on takeaway this quarter"), not what to buy or sell. We will never upsell financial products, take kickbacks, or recommend a fund. For product recommendations, talk to a licensed adviser.

Around 95% on Australian merchants in our test set. When Kleev gets it wrong, override the category in-place and that becomes a learned rule for everyone (we share categorisation intelligence, never transaction data). Anything Kleev can't categorise gets surfaced for you to label.

For the boring 90% of personal finance, categorising spend, projecting cashflow, modelling offset accounts, statement-grid tax positions, tracking subscriptions, Kleev does the reading for you on your real data. That's where most of an adviser's hourly fee goes anyway: reading the numbers, building the spreadsheet, surfacing the trend.

We can't and won't replace the actual advice part, but for everything else, Kleev does it the moment you upload, for a fraction of what that work costs today. For the 10% that's deeply personal (estate planning, complex super strategies, ethical investing), where licensed advice is genuinely required, a human adviser still adds value.

Built solo by Jez in Sydney, an ex-capital-markets banker turned software engineer. No investor pressure, no growth-at-all-costs mandate, and the product is shaped entirely by what users say in the beta feedback pill. The about page has the full story.

All of them. Direct parsers for eleven banks; for anything else the AI column-mapper detects the format, you confirm once, Kleev remembers.

There is no bank Kleev can't read.

Sign in, hit "Launch app", drag your CSV onto the upload area on the dashboard. We recommend doing this on a laptop or desktop: drag-and-drop is fiddly on mobile and the statement grid is much easier to navigate on a wider screen. Once your data is in, the dashboard and key metrics view beautifully on mobile.

Yes. All features render down to 375px (iPhone SE). For the best experience, we suggest using a laptop or desktop for uploading statements and editing the property statement grid; the wider canvas makes both significantly easier. Once your data is in, the dashboard, KPIs and goals views all look beautiful on mobile.

Kleev has a free plan you can stay on for as long as you like; paid plans from A$3.39/wk billed annually unlock deeper AI, the EOFY tax pack and the monthly CFO report. We want everyone to have the tools to manage their money well, so the essentials stay free.

Yes. Cancel whenever you like and your paid plan stays active until the end of the period you have paid for, then your account moves to the free plan. No lock-in.

Upgrades apply straight away and we prorate the difference. Downgrades and cancellations take effect at the end of your current billing period, and your data stays exactly where it is.

No. You keep access for the time you have paid for, and you can cancel future renewals anytime.

We retry the payment for 7 days. If it still fails we cancel the subscription and move your account to the free plan. Nothing is deleted.