Try the demo

The live demo lets you see Bokapsys work before you create an account. You give it one bank statement, either a sample from a made-up business or a file of your own, and in about a minute you get categorised transactions, charts of where the money went, and an AI CFO you can question about the numbers.

Open the demo at ai.bokapsys.com/demo. There is nothing to sign up for.

What you get

A private sandbox

Each visitor gets their own private session. Only you can see your data, and it is deleted automatically when the session ends.

Categorised transactions

Every transaction is given a vendor and an account by the same process the full product uses.

A company snapshot

Charts of revenue against expenses by month, where the money goes, net cash flow over the period, and your top vendors.

An AI CFO

Ask finance questions about this business and get answers, tables and charts built from its transactions.

Start the demo

Go to ai.bokapsys.com/demo.
Choose your data:
- Upload my statement: drag a CSV, Excel or PDF bank statement into the box, or click Choose a file.
- Or try a sample file: pick one of the made-up businesses and click Use this file. Click Preview first if you want to see what the file looks like.
Wait while the demo works through Reading your file, Finding transactions, Categorising with AI and Ready.
Explore the results on the Snapshot and Transactions tabs.
Scroll to Ask your AI CFO and pick a question, or type your own.

The sample businesses

The samples are fictional companies with realistic bank exports, each in a different format:

Business	Industry	File
Northwind Café	Café and bakery	CSV
Brightline Studio	Design agency	PDF
Harbor Plumbing & Heating	Trades and home services	Excel

Each one has patterns worth asking the AI CFO about, such as rising costs, reliance on a single client or seasonal income.

Ask your AI CFO

Once categorising finishes, the AI CFO unlocks. Questions are grouped the way a finance lead would think about a business:

Profitability: build an income statement for the period, or compare revenue and expenses month by month.
Cost control: see where spending goes, which cost categories are growing fastest, and your top suppliers.
Cash & risk: monthly cash in, out and net, and unusual or one-off payments.
Board briefing: a short briefing on risks and next actions, or how much revenue you need to break even.

You can also type your own question, up to 280 characters, in the box at the bottom, for example “Which month had the best margin, and why?”. The AI CFO answers only from the transactions in this demo. The counter in the header shows how many questions you have left.

Limits

The demo is deliberately small so it stays fast and free.

Limit	Value
Session length	1 hour, shown as a Closes in countdown at the top of the page
Tries per session	Up to 3, each with its own data
Files per try	1
File types	CSV, Excel (.xlsx or .xls) or PDF
File size	Up to 2 MB
PDF length	Up to 10 pages
Transactions used	Up to 300 per file
AI CFO questions	10 per session, shared across all your tries

If your file has more than 300 transactions, the demo still runs. It uses the earliest 300 by date and tells you how many it skipped. To import everything, create a free account.

You can start the demo a limited number of times per day. If the demo is busy, you will see a message asking you to try again later or create an account.

Try different data

Each try holds one file. To look at a different business or file, click Try different data in the bar at the top. This starts a new try with fresh, empty books, so answers never mix two businesses. The button shows how many tries you have left.

Your earlier tries stay available until the session closes. Once you have more than one, Your tries appears under the top bar so you can switch back to any of them. The one-hour countdown does not restart when you start a new try.

End your session

Click End session and confirm. Every try in the session, and everything built from it, is deleted straight away, so it can no longer be kept when you sign up. If you simply close the page, everything is deleted automatically when the countdown runs out. Refreshing the page before then brings you back to the same session.

Connect a real bank

The demo cannot connect to a bank. A live bank feed needs a verified account that you own, and the demo deletes itself within the hour. Connect my bank explains this and offers Create free account. After you sign up and verify your email, Bokapsys takes you straight to Live Bank Feeds so you can connect.

If you create an account from the demo before the countdown runs out, Bokapsys keeps what you did:

If you used your own file in any of your tries, that try becomes your new workspace. Its statements, already categorised, and your AI CFO conversations move straight in, so you carry on where you left off.
If you only used sample files, your AI CFO conversations are saved to your new account, but the sample statements are not. They belong to a made-up business and have no place in your books. You start with an empty workspace, ready for your own data.

Your saved conversations appear in Smart Chat, and a notification takes you to them. If the demo used only the earliest 300 transactions of your file, the notification says so. Upload the full file in your workspace to bring in the rest.

Click Create free account at the top of the demo, or Start free trial or Keep my books, free where you see them. After your third AI CFO answer, the demo offers this once in a short message. Click Keep exploring to carry on instead.
Sign up with your email address. The sign-up page shows Your demo work will be saved to this account.
Verify your email and sign in.

Moving to a real account

In your own workspace there is no row limit, you can import as many files as you like, connect live bank feeds, reconcile, and use the full set of reports and AI tools.

QuickstartSet up a real workspace step by step.

Smart ChatThe full AI assistant for your own books.

Upload bank files

Live bank feeds