How It Works
From bank to books
in four simple steps
Mello handles the complexity so you can focus on running your business. Here's exactly how it works.
Connect Your Bank or Upload Statements
Link your bank account for automatic daily imports, or upload PDF bank and credit card statements. Mello's AI extracts every transaction automatically.
AI Categorizes Your Transactions
Mello's AI reads your transactions and automatically assigns them to the right categories. It learns from your corrections and gets smarter over time.
See Your Finances Instantly
Your dashboard updates in real time. See your net profit (purple), revenue (orange), expenses (green), and cash balance at a glance — no manual entry needed.
Generate Reports & Export
When it's time for taxes or a financial review, generate professional reports in seconds. Export to PDF, CSV, Excel, or QuickBooks-compatible format.
The Color Accounting System
Every color in Mello means something. Once you learn it, you'll understand your finances at a glance.
Green
What you own and what you spend.
Orange
What you earn and what you owe.
Purple
The bottom line — what's left over.