Money Made Clear.
TRACE links every authorized account through Plaid-style aggregators, lays every transaction into one chronological feed, and turns any search into a running total you can defend on paper.
- Read-only
- Never moves money
- Multi-bank
- One chronological feed
- Defensible
- Receipts reconcile
- Staples11/04$48.20
- Amazon11/06$112.49
- Home Depot11/09$87.10
- FedEx Office11/12$24.95
- Office Depot11/15$61.30
What TRACE is
A paper trail for mixed-institution history.
Not a budget dashboard. Not a money-mover. A read-only workbench for the kind of evidence work that happens once a year — and has to be right.
Search every account at once
Bank, credit-card, and statement history — all of it in one chronological feed. Query by merchant, amount, date, account, or natural-language question.
Totals that reconcile on paper
Matching results collapse into a running count, money-in, money-out, net, plus first and last date. The number on screen matches the number in the export — exactly.
Case Files, named and saved
Pin selected rows to a named folder with notes. Reopen it next quarter, next audit, next claim — the receipts are still in the same place.
Read-only by design
TRACE never moves money, never initiates ACH, and never scores credit. It cannot — and that's the point.
How it works
Three steps from “I know I paid them” to a defensible total.
Link your accounts
Authorize the bank and credit-card accounts that hold the history you need. TRACE pulls the historical statements through Plaid-style aggregators.
Read-only · never with draw access
Search the feed
Ask in plain English or filter by merchant, amount, date, or account. Matching rows collapse into a count and a total — first and last date too.
Try “vendor name + Nov 2024”
Pin to a Case File
Save selected rows and saved searches to a named Case with notes. Export to CSV or PDF — totals reconcile exactly to what was on screen.
Re-export any time, no drift
Who it’s for
For the evidence work that happens once a year — and has to be right.
Tax evidence & reimbursements
A weekly mileage log, a vendor you only paid twice last year, a medical deduction across three institutions — pull together every receipt, with totals that survive an audit.
Home-project & renovation ledgers
Ad-hoc spend across plumbing, materials, and appliances — consolidated from every card in the household — with first and last date of each line on the receipt.
Reconciliations
Replace the spreadsheet that’s about to disagree with itself. One search, one total, one export — every quarter.
Claims & proof of loss
When the adjuster asks for an itemized record across years, a named Case File answers in one PDF — totals match to the cent.
Accountants, attorneys, bookkeepers
A defensible paper trail across years of mixed-institution history. Pull a client’s evidence together in one feed, instead of eight separate downloads.
FAQ
Straight answers, before you ask.
Anything missing? Reach out — we read every note.
The receipt, the proof, and the total — the same thing.
Tell us the kind of evidence work you do, and we’ll show you what a Case File for it looks like.
Join the beta →Read-only · built for evidence work · every invite is reviewed personally