Xplens User Guide
Everything you need to track expenses, scan receipts with AI, and get insight into your spending — in one place.
01 Signing up
Xplens is an invite-only pilot. You receive an invitation email from your admin with a personal setup link. No app store download needed — everything runs in your browser.
Steps to create your account
02 Dashboard
The dashboard is your home base. It shows recent expenses, spending by category, alerts, and quick-access actions.
Sidebar navigation
The left sidebar shows your categories with spend totals. Click any category to filter expenses to that group. On mobile, tap ☰ to open the sidebar.
Plan badge
The bottom-left of the sidebar shows your current plan (e.g. Trial Plan) and an Upgrade button when you're on the trial. Tap it to view available plans.
03 Uploading receipts & statements
Xplens uses AI to read your receipts and bank statements and extract transactions automatically. No manual typing needed.
Supported file types
| Type | Format | Max size | Notes |
|---|---|---|---|
| Receipt photo | JPG, PNG, HEIC, WebP | 20 MB | Good lighting, all four corners visible |
| Receipt PDF | 20 MB | No embedded JavaScript — most receipts are fine | |
| Bank statement | 20 MB | Silver / Gold plan required |
04 Manual expense entry
For cash transactions or when you don't have a receipt, you can enter expenses manually in seconds.
05 Reports & insights
The Reports page shows where your money went — broken down by month, category, merchant, and payment card.
Available report views
| View | Description |
|---|---|
| Monthly summary | Total spend per month with month-over-month change |
| Category breakdown | Horizontal bar chart of spend by category |
| Top merchants | Ranked list of where you spend most |
| Card spend | Spend by payment card (requires payment_card field on expenses) |
| Currency view | Original-currency totals alongside USD equivalent |
06 Family & groups
Share expenses with your family or team. Group members see each other's expenses in a combined view. Available on Silver and Gold plans.
07 Plans & upgrade
Xplens offers four plans. New accounts start on a 30-day Trial (20 receipts per month). Upgrading unlocks higher limits and additional features.
| Feature | Trial | Bronze | Silver | Gold |
|---|---|---|---|---|
| Receipts / month | 20 | 50 | 100 | 200 |
| Manual entry | ✓ | ✓ | ✓ | ✓ |
| AI receipt scan | ✓ | ✓ | ✓ | ✓ |
| Reports | ✓ | ✓ | ✓ | ✓ |
| AI insights & alerts | — | ✓ | ✓ | ✓ |
| Family groups | — | — | ✓ | ✓ |
| Bank statement scan | — | — | ✓ | ✓ |
| Google Drive sync | — | — | ✓ | ✓ |
| Monthly price | Free | $2.99 | $4.99 | $8.99 |
To upgrade, go to Upgrade Plan from the sidebar or email support@xplens.app. Online payments are coming soon.
08 Frequently asked questions
My verification code didn't arrive. What do I do?
Check your spam/junk folder for an email from noreply@xplens.app. If it's not there after 2 minutes, click "Start over" on the login page to request a new code. Codes expire after 10 minutes.
Can I use Xplens on my phone?
Yes — xplens.app is fully responsive and works in any mobile browser. A native iOS and Android app is in development.
What currencies are supported?
Xplens supports all major currencies. USD and INR are the most commonly used. All amounts are stored in their original currency and converted to USD for reporting using rates updated daily.
Is my data secure?
Yes. Files are stored in encrypted Amazon S3 buckets. The database uses RDS PostgreSQL with encryption at rest. Connections are HTTPS-only. AI extraction uses Anthropic's API — raw document content is not retained by Anthropic after each API call. See our Privacy Policy.
How do I delete my account?
Visit xplens.app/delete-account. Your account and all data are permanently deleted within 30 days.