Features
Everything you need,
nothing you don't
Mello is packed with powerful features designed to make accounting feel easy and effortless.
Transaction Import
Two ways to get your transactions in
Bank Integration
Connect your bank securely. Transactions import automatically every day, balances sync in real time.
PDF Upload
Upload bank or credit card statements as PDFs. Our AI extracts date, description, amount, and account automatically.
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AI Assistant
A smart bookkeeper working in the background
Auto-categorizes transactions based on your patterns
Suggests categories as you type
Detects duplicate transactions automatically
Flags unusual or suspicious charges
Assists with reconciliation
Gets smarter with every transaction
Reconciliation
Reconcile in minutes, not hours
Auto-match Transactions
Mello automatically matches imported transactions to your bank balance.
Discrepancy Highlights
Any mismatches are highlighted clearly so you can resolve them fast.
Progress Indicator
See your reconciliation progress at a glance with a visual status bar.
Financial Reports
Professional reports in seconds
Profit & Loss Statement
Balance Sheet
Cash Flow Statement
Export to PDF, CSV, or Excel
QuickBooks-compatible export
Color-coded with Color Accounting system
Budgets
Envelope-style budgeting that actually works
Create budget categories (envelopes)
Allocate funds to each category
Move funds between categories instantly
Track spending vs. budget in real time
See available, spent, and remaining funds
