FeaturesEverything in Mintas, part by part
Thirteen parts of one workspace, from the bank feed to the assistant. Anything that is not live yet is marked Beta or Coming soon.
OverviewWhere you stand, the moment you sign in.
A home screen with your cash, open invoices, unbilled time, transactions to review, runway and receipts waiting in the inbox.
4 features
Six live cards
Cash balance, open invoices, unbilled time, transactions to review, runway and pending inbox items, each one click from the detail.
Quick actions
Create an invoice, add a transaction or a customer, track time or upload a receipt from the overview.
Ask Mintas
Type a question about your money straight from the home screen.
Global search
Press Cmd+K to search customers, documents, invoices, projects, transactions and the inbox, with quick actions. When a search finds nothing, Mintas reads it as a question.
TransactionsA bank feed that keeps itself tidy.
Connect checking, savings and credit cards in the US and Canada and every transaction lands named, categorized and searchable.
8 features
Bank connections through Plaid
US and Canadian banks and cards, read-only: Mintas sees balances and transactions and cannot move money. Up to two years of history on connect, a daily sync, and a sync button when you want it now.
Manual accounts and CSV import
Add an account by hand or import a CSV of up to 5 MB. Mintas maps the date, amount, description and balance columns for you, and you can flip the sign if your bank exports expenses as positive.
Clean names and categories
Each transaction gets a readable merchant name and one of 75 default categories in 14 groups, from Revenue to Taxes and Government. Change any category and Mintas offers to apply it to similar transactions.
Your own categories
Create categories with a color, a parent, a tax rate and tax type (VAT, sales tax, GST and more), a reporting code, and an option to leave them out of reports.
Details on every line
Assignee, tags, notes, attachments, recurring frequency (weekly, monthly or yearly) and an exclude-from-reports switch.
Search, filters and bulk edits
Filter by date, category, tag, account, assignee, amount, type, receipt status and more, then categorize, tag, assign, exclude or archive in bulk.
Review and export
A review queue for transactions that are ready, and exports to CSV or Excel in a ZIP with every attachment, saved to the Vault and optionally emailed to your accountant.
Multi-currency
Pick a base currency for the workspace. Amounts in other currencies are converted with rates refreshed twice a day.
InvoicesInvoices that look right and get paid.
Build an invoice in a minute, send it now or later, and let clients pay online.
8 features
An editor that fits your business
A4 or Letter, 152 currencies, four date formats, sales tax, VAT or tax per line, discounts, units, decimals and a QR code. Every label on the invoice can be renamed.
Payment terms
Due on receipt, Net 7, 10, 15, 30, 45, 60 or 90, or any number of days.
Templates and products
Save templates with your logo, payment details and notes, and a catalog of products with prices and units that autocomplete on the next invoice.
Send now or schedule
Email the invoice with the PDF attached, schedule it for a date and time, or keep it as a draft. Write your own subject and message.
Recurring invoices
Weekly, every two weeks, monthly by date or weekday, quarterly, twice a year, yearly or every X days. End on a date, after a number of invoices, or never. Pause and resume any time.
Online payment through Stripe
Connect your own Stripe account and clients pay by card, Apple Pay or Google Pay. The money goes straight to your Stripe account, and refunds can be issued from Mintas.
Paid and overdue on their own
Twice a day Mintas looks for the deposit: one transaction with the same amount and currency in the last three days marks the invoice paid and attaches the PDF. Unpaid invoices past their due date turn overdue.
A full history
See when an invoice was created, sent, viewed, reminded, paid or refunded, and send a reminder with one click.
CustomersEverything about each client, in one place.
Contacts, billing emails, revenue and what is still outstanding, with a portal clients can open themselves.
4 features
Customer records
Contact details, several billing emails, address, VAT number, notes and tags, with total revenue, outstanding balance and last invoice on each record.
Company details filled in
Add a website or email and Mintas looks up the company: industry, size, location, links, and more.
Customer portal
Turn on a portal per customer: a private page with their invoices, what they paid and what is open, with PDF downloads and receipts.
At a glance
Your most active client, top revenue client, inactive clients and new customers this month.
TrackerEvery billable hour, on the invoice.
Projects with rates and estimates, timers that run anywhere, and invoices built from the hours.
5 features
Projects
A customer, an hourly rate and currency, an estimate, a billable flag, tags and a status.
Timers
Start and stop a timer from the dashboard, from Slack, from the CLI or from an AI client through MCP. A running timer shows in the header.
Week and month calendar
Drag on the calendar to log time, in 12 or 24 hour format.
Hours to invoice
Turn this week's, last week's, this month's or last month's hours into invoice lines in one step.
CSV export
Export a project's entries for any date range, with a total row, for clients who want the detail.
InboxReceipts in, matched to the right transaction.
Send receipts however you get them. Mintas reads them and suggests the transaction each one belongs to.
7 features
Your own inbox address
Every workspace has an address like inbox+abc123@mintas.co. Forward receipts and invoices there as PDF or images.
Gmail
Connect Gmail and Mintas collects emails with PDF attachments that you received, every six hours and on demand. It does not read the rest of your mail.
Upload or Slack
Drop up to 25 files at a time in the app, or share a receipt in Slack.
- Coming soon
WhatsApp and iMessage
Send a photo of a receipt from your phone.
Read by Claude
Vendor, dates, totals, currency, tax, line items and document type, from invoices and receipts.
Suggested matches
Mintas scores each receipt against your transactions by name, amount, currency and date, including across currencies, and suggests the best match for you to confirm. It learns how your vendors appear on statements and never suggests a pair you dismissed.
Blocklist
Block senders or whole domains you never want in your books.
VaultContracts and documents you can actually find.
Store the paperwork next to the numbers, and search for what a document is about.
4 features
The files you have
PDF, Word, Excel, PowerPoint, OpenDocument, text, CSV, Markdown, ZIP and images, iPhone HEIC included, up to 25 at a time.
Sorted for you
Each document gets a title, summary, date, tags and language.
Full-text search
Search inside documents, filter by date and tag, and see related files.
Share links
Send a file to a client with a download link that expires after 30 days.
ReportsThe numbers that tell you how you are doing.
Eight charts you can arrange the way you read them.
5 features
Eight charts
Revenue, profit and loss, expenses (recurring and other), expenses by category, burn rate, runway, cash balance by account, and a six-month revenue forecast.
Your layout
Reorder charts and resize them to a third, half, two thirds or full width.
Any period, any currency
Three months to five years, your fiscal year or a custom range, gross or net of tax, in your base currency or any account currency.
Share a chart
Send a chart as a public snapshot link that expires after 30 days, or a date you choose.
More through the API
Tax summary, cash flow, growth rate, profit margin, recurring expenses and a balance sheet are available to the assistant, the API and MCP.
AssistantAsk Mintas, and see where the answer came from.
An assistant that runs on Claude and uses the same tools as the app.
5 features
Answers from your records
Ask about revenue, spending, invoices or a customer and get an answer with the records behind it. It can search the web when a question needs it.
It does the work, you approve it
It drafts invoices on an editable canvas, logs time and looks things up. Invoices stay drafts until you confirm, and it asks before anything destructive. It cannot move money, connect banks or change settings.
Attachments
Attach an image or PDF and it goes through the same reading as the inbox.
Connected apps
Connect up to 68 apps, such as Gmail, Google Drive, Notion, Linear, HubSpot, Shopify or QuickBooks, and mention them in a question.
Where you work
In the dashboard, in Slack, and in AI clients like Claude and ChatGPT through MCP.
IntegrationsPlugged into the tools you already use.
Native apps for capture and payments, accounting sync, and AI clients.
6 features
All integrationsGmail and Slack
Receipts from your inbox, and the assistant, receipt uploads and notifications in Slack.
Stripe Payments
Online invoice payments to your own Stripe account.
- Beta
Accounting sync through Rutter
Send reviewed transactions with their receipts to NetSuite, Sage, QuickBooks, Xero, FreshBooks, Wave and 25 more.
- Coming soon
WhatsApp and iMessage
The assistant and receipt capture from your phone.
- Coming soon
Mintas for Mac
Global search with Shift+Alt+K, a menu bar icon, mintas:// links and automatic updates.
68 assistant connectors
Calendar, documents, project management, CRM, design, support, e-commerce, time tracking and more.
DevelopersEverything the app does, from your own tools.
An MCP server, a REST API and a CLI, with scoped keys and OAuth.
5 features
Read the docsMCP server
103 tools in 15 groups at api.mintas.co/mcp, plus 8 ready-made prompts like a monthly close checklist and a cash flow forecast. Most clients connect with a sign-in and no key. Setup guides for 15 clients.
REST API
80 documented routes for transactions, invoices, customers, tracker, documents, inbox, reports and more, with an interactive reference and an OpenAPI 3.1 spec.
CLI
56 commands with table or JSON output and an agent mode for scripts. Coming to npm soon.
API keys and scopes
Keys with 26 scopes and three presets (All, Read only, Restricted). You get an email whenever a key is created.
OAuth apps
Build an app on Mintas with redirect URIs, scopes and PKCE for public clients.
TeamBuilt for one, ready for a few.
Invite the people you work with and keep separate businesses apart.
4 features
Members and roles
Invite several people at once as owners or members. Only owners manage members, and the last owner cannot be removed.
Several workspaces
Create a team per business and switch between them.
Your settings
Base currency, fiscal year start, locale, time zone, date format and 12 or 24 hour time. The app is in English.
Notifications
In-app and email alerts for new transactions, paid and overdue invoices, upcoming recurring invoices, inbox activity and more, each one on or off.
SecurityCareful with your money and your data.
No passwords to steal, read-only bank access, and your data out whenever you want it.
5 features
No passwords
Sign in with a six-digit email code that expires in 10 minutes, or with Google.
Two-factor sign-in
Add an authenticator app and ten backup codes. Once it is on, every sign-in needs it, Google included.
Read-only bank access
Bank connections can read balances and transactions only. Nothing in Mintas can move money from your accounts.
Encrypted at rest
Account numbers, API keys and connection tokens are encrypted with AES-256-GCM.
Your data, any time
Export everything in one ZIP: transactions, invoices, customers, projects, documents, inbox items, attachments and invoice PDFs. Delete a team or your account from settings.