What is Kapi Bookkeeping
Kapi Bookkeeping is an AI-native financial assistant launched by SenseTime. With automatic bookkeeping as its core function, Kapi Bookkeeping uses AI technology to automatically recognize and categorize amounts, and supports voice input, making bookkeeping more convenient for users. Kapi Bookkeeping can intelligently analyze bill data, push personalized spending summaries and financial advice, and help users take control of their overall finances. Kapi Bookkeeping features 24-hour chat companionship, allowing users to interact with AI at any time and gain insights into spending trends through chat. Kapi Bookkeeping's multi-dimensional income and expense statistics function supports viewing from perspectives such as category, time, and tags, making financial status clear at a glance.
The newly upgraded Kapi Bookkeeping delivers full-process financial management functions ranging from AI automatic bookkeeping to intelligent budget planning, spending reminders, and review insight analysis. By integratingSenseNova multimodal large model, it reconstructs the way of bookkeeping, allowing users to easily keep accounts through photos, screenshots, voice, and other methods, and supports one-click generation of personalized budget plans and overspending warnings, helping users better control spending and improve their financial situation.
Main features of Kapi Bookkeeping
- Quick bookkeeping: Supports one-sentence or voice input, with AI automatically recognizing amounts and categories, and can record multiple bills at once.
- Intelligent analysis: AI automatically reviews bill data, regularly pushes personalized spending summaries and financial advice, and visually displays spending trends in chart form.
- 24-hour chat companionship: Users can interact and chat with AI at any time, query bill data or get financial advice, making financial management easier and more enjoyable.
- Multi-dimensional statistics: Statistics on income and expenses by multiple dimensions such as category, time, and tags, helping users fully and clearly grasp their financial situation.
- Convenient features: Supports quick commands such as double-tapping the back of an iOS device and Android floating ball to trigger bookkeeping. Widgets can directly display various information on the desktop, and the life timeline makes bookkeeping times clear at a glance.
- Personalized features: Provides journal generation, AI intelligent budget analysis, and multi-ledger management to meet the needs of different scenarios.
- Other features: Supports recording ideas, saving reading excerpts, to-do reminders, and more, meeting users' diverse needs.
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AI automatic bookkeeping: Users can take photos of receipts, screenshot bills, or describe spending details by voice, and the APP automatically recognizes the spending amount, category, and asset account, with no manual input required, simplifying the bookkeeping process.
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AI intelligent budget planning: Based on the user's identity, savings goals, and past spending habits, it generates a personalized budget plan with one click and breaks down budgets for various types of spending, helping users allocate funds reasonably and avoid overspending.
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AI overspending warnings and reminders: Actively reminds users when spending approaches the budget limit, a membership subscription free period ends, or a credit card repayment date is approaching, avoiding unnecessary losses and overdue risks.
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AI insight analysis: Deeply analyzes spending data, clearly displays the proportion of various expenses, predicts spending trends, and provides spending advice for the next month and even the next year, helping users develop good spending habits.
How to use Kapi Bookkeeping
- Download and install: Visit the official website of Kapi Bookkeeping:https://heylumi.cn/，点击下载iOS版，或访问腾讯应用宝：https://sj.qq.com/appdetail/com.kapinote.ai下载安卓版本。
- Register and log in: Complete registration and login by following the prompts.
- Initial Setup: After entering the app, choose your preferred theme style, set the monthly budget amount, and add ledgers for different scenarios, such as a personal ledger, family ledger, etc.
- Quick Bookkeeping: Enter a sentence in the input box on the home page, such as "bought a cup of coffee this morning and spent 20 yuan," and Kapi automatically recognizes the amount and category to complete the record.
- Multiple Records: Supports entering multiple bills at once, such as "bought 30 yuan of fruit, 20 yuan of snacks, 50 yuan of clothes," and Kapi automatically recognizes and records them separately.
- Manual Bookkeeping: On the bookkeeping page, manually select the category, enter the amount, notes, and other information to complete detailed bookkeeping.
- Use Shortcuts：
- iOS Users: Enable the double-tap back feature in your phone settings, and double-tap the back of your phone to quickly open the bookkeeping page.
- Android Users: Enable the floating ball feature in the app settings, and tap the floating ball to quickly enter the bookkeeping page.
- View Statistical Analysis: On the "Statistics" page, view income and expenses by multiple dimensions such as category, time, and tags. It supports viewing AI-pushed spending summaries and financial advice, and intuitively understanding your financial situation through charts.
- Interaction and Review: Chat with Kapi in the app to query bill data or get financial advice, or use the journal generation feature to automatically generate spending journal images and record a day's expenses.
Application Scenarios of Kapi Bookkeeping
- Daily Expense Recording: When shopping in supermarkets, dining in restaurants, or taking public transportation, quickly record every expense, making it convenient to check your spending at any time and reasonably control daily expenses.
- Family Financial Management: Create a family ledger to record daily household expenses such as water, electricity, gas, and children's education costs, set budgets, and view family financial status to ensure the family's finances remain healthy and stable.
- Personal Financial Planning: Formulate a personal financial plan, record income and expenses, view spending summaries and financial advice, optimize financial strategies, and achieve financial goals.
- Travel Budget Management: Set a budget before traveling, record expenses for transportation, accommodation, dining, shopping, etc., ensuring travel costs stay within budget and avoiding overspending.
- Student Life Management: Students record living expenses, study supplies costs, dining expenses, etc., reasonably plan living expenses, ensure living costs are used sensibly, and do not waste a single penny.