Basil by Sogos
John Yzaguirre
About this app
- Age 10
- Updated Jul 22, 2025
- OS IOS
Editor reviews
Basil by Sogos is an AI-driven finance and productivity app that unifies budget tracking, expense management, and invoicing in a single, focused workspace. Designed for freelancers, small teams, and busy professionals, it delivers a clear cash flow view, fewer manual spreadsheets, and faster decisions with cloud sync across devices.
Core features
- Smart expense tracking with AI categorization, receipt capture, and multi-currency budgets
- Invoicing and payment reminders with a real-time cash flow dashboard and exportable reports
- Collaborative workspaces and task lists to streamline workflows and boost productivity
Keywords Budget tracker, expense manager, invoicing app, cash flow, AI finance manager, cloud sync, productivity
Screenshots
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How to use:
1. Download and sign up with your email, then create your first workspace and choose your base currency
2. Import data by linking financial accounts where available or upload a CSV to bring in past transactions and categories
3. Track spending by adding transactions, capturing receipts, and letting AI auto-categorize for cleaner reports
4. Create budgets and goals, monitor the cash flow dashboard, and set alerts for limits or due dates
5. Send invoices to clients, enable payment reminders, collaborate by inviting teammates, and export reports for accounting