Live in Production

Stop Spending
20 Hours a Month
on Reconciliation.

EON Financials uses Local AI to categorize every bank transaction, parse your PDF statements, and generate a complete audit report — in under an hour. Built for companies that need financial clarity.

Live in production No setup fee 14-day free trial
EON Financials — Transaction Categorizer
01/15 Hartford Premium Payment -$4,250.00 Premium
01/16 Travelers Commission +$1,875.00 Commission
01/18 Office Depot — Supplies -$342.15 Operating
01/19 Swiss Re E&O Premium -$2,100.00 E&O
01/20 Nationwide Override Q4 +$3,412.50 Local AI analyzing...
01/21 Comcast Business Internet -$189.99 Local AI analyzing...
Accuracy
92.4%
Time Saved
19 hrs
Transactions
847
Small Businesses Accounting Firms Startups Enterprise Teams

Your Team Is Doing This Manually.
Every. Single. Month.

01
🗂️
Export & Organize

Export bank statements to PDF. Rename 12 files. Email to the right person. Track who has what. Repeat monthly.

02
📊
Copy & Categorize

Open Excel. Copy-paste 400 transactions. Guess categories. Miss duplicates. Spend hours on manual data entry.

03
🕐
20+ Hours Later

A spreadsheet your CPA will still ask questions about. No trend visibility. No anomaly detection. No audit trail.

There is a better way. ↓

One Hour. Complete Audit Report.
Local AI-Powered.

1
Upload PDF

Drop in your bank statement. Any US bank, any format.

2
Local AI Categorizes

Purpose-built Local AI classifies every transaction automatically.

3
Download Report

CPA-ready audit report. PDF or Excel. One click.

< 1 hr
Monthly close time
90%+
First-pass Local AI accuracy
$700
Average monthly savings

Savings based on 20 hrs/month at $35/hr vs. $349/mo Professional plan

Everything Your Company Needs.
Nothing You Don't.

🤖
Local AI Transaction Categorization

Local AI categorizes every transaction — payroll, rent, subscriptions, vendor payments, revenue — automatically. No rules to configure. Whether you're a startup founder, a finance team lead, or an accountant managing multiple clients, the Local AI handles the heavy lifting.

📄
PDF Bank Statement Parsing

Upload any PDF bank statement directly. No CSV conversion, no copy-paste, no data entry. EON Financials reads it natively. Teams of all sizes save hours every month by eliminating manual statement processing.

📊
Audit Report Generation

One-click formatted audit reports ready for your CPA, internal review, or regulatory records. Export to PDF or Excel. Accountants and bookkeepers get board-ready deliverables without formatting a single cell.

⚙️
Custom Category Rules

Define your own expense categories and chart of accounts. The Local AI learns from every correction and gets smarter over time. Set up category rules once and apply them across all your companies.

🔍
Anomaly Detection

Automatic flagging of duplicate charges, unusual amounts, and misclassifications — before they become audit findings. Auditors and accountants catch errors that spreadsheet reconciliation misses entirely.

📈
Multi-Month Trend View

Visualize spending patterns across months in a single dashboard. Financial visibility that growing companies have never had access to — until now.

Simple, Transparent Pricing.

No contracts. No setup fees. Cancel anytime.

Monthly Annual
Save 17%
Starter
$199/mo
Billed monthly
1–3 users
Local AI categorization
PDF parsing
Standard reports
Email support
Start Trial
Agency
$599/mo
Billed monthly
Unlimited users
White-label reports
API access
SLA guarantee
Dedicated onboarding
Start Trial

All plans include a 14-day free trial. No credit card required to start.

See What EON Financials Saves Your Company

Your current monthly cost $700
EON Financials Professional $349
Monthly savings +$351
Annual savings +$4,212

Real Results from Real Agencies

Featured Case Study

Conquest Insurance

Independent Insurance Agency — Bluffton, SC

28 hrs
Before (per month)
< 1 hr
After (per month)
96%
Time reduction
$8,400
Annual savings
"

EON Financials turned our most dreaded monthly task into something that takes less time than our morning coffee run. The Local AI gets it right on the first pass.

Insurance Agency Director
Conquest Insurance, Bluffton SC

Local AI Is Better for the Planet

Cloud AI services send every request to massive GPU data centers that consume megawatts of electricity and millions of gallons of cooling water. EON Financials's Local AI runs directly on your computer — no round-trips to power-hungry servers.

Same intelligence. Better privacy. Dramatically smaller carbon footprint.

Learn more about Local AI →
🌱
No Cloud GPUs

Runs on your existing hardware

💧
Zero Water Use

No data center cooling

Low Energy

Fraction of cloud AI power

See EON Financials on Your Actual Bank Statement

Book a 15-minute live demo with Bryan Velazquez, CTO. He'll run your own data through the platform so you see exactly what it does — before you commit to anything.

📅
Schedule a Demo

15 minutes. No sales pressure. Just the product.

Book a Time →

Frequently Asked Questions

Yes — EON Financials ingests PDF bank statements from any US bank. If your bank provides a PDF statement, EON Financials can parse it.

Our first-pass accuracy rate is 90%+ on financial transaction data. The Local AI learns from every correction you make and improves over time.

All data in Phase 1 (desktop) is stored locally on your machine. It never leaves your computer unless you choose to use cloud sync features. We do not sell or share your financial data under any circumstances.

Currently Windows (10 and 11). macOS support is on the roadmap for 2027.

No. EON Financials installs like any Windows application. Bryan personally handles your first onboarding call and gets your first report running while on the phone with you.

Yes. No contracts, no cancellation fees. Cancel from your billing portal at any time. Your access continues through the end of your billing period.

One-click correction — you reassign the category and the Local AI logs the correction for future improvement. Every decision is auditable and explainable.

Yes — annual plans save 17% vs. monthly. Annual billing also locks in your rate for 12 months regardless of any future price increases.

EON Financials is built for any company that reconciles bank statements — from small businesses and startups to accounting firms and enterprise finance teams. The Local AI categorization works on any bank transaction data.

QuickBooks and Xero are general accounting platforms. EON Financials is a specialized reconciliation and audit tool that reads PDF bank statements, auto-categorizes transactions with Local AI, detects anomalies, and generates CPA-ready audit reports. It complements your existing accounting software — it doesn't replace it.

Yes. EON Financials supports multiple companies under one license. You can manage all your accounts from a single installation, with separate data for each company and role-based access control. See our pricing plans for user limits by tier.

Most bank statements are parsed and categorized in under 60 seconds. A typical monthly reconciliation that takes 20+ hours manually can be completed in under 1 hour with EON Financials, including review and corrections.

Yes — EON Financials is a desktop application that runs on Windows 10 and 11. This means your financial data stays on your machine rather than being uploaded to a third-party cloud service. The installer is a standard Windows setup wizard that takes about 3 minutes. Download it here.

Yes. EON Financials generates formatted PDF audit reports and Excel spreadsheets that are ready to send directly to your CPA, accountant, or board. No reformatting needed — reports include expense summaries, transaction details, category breakdowns, and anomaly flags.

Your data remains on your local machine — we never delete it. You simply lose access to new Local AI categorization features and software updates. You can export all your data to Excel at any time before or after cancellation.

Yes — all plans include a 14-day free trial. No credit card is required to start. You get full access to every feature in your chosen plan during the trial period. Start your free trial now.