Financial Insights Documentation
Turn raw transaction data into actionable intelligence with spend categorisation, cash flow forecasting, and anomaly detection.
Overview
The Financial Insights dashboard transforms uploaded transaction data into a rich analytics experience. Transactions are automatically classified into spending categories, cash flow trends are projected forward using linear regression, and statistical anomaly detection flags outliers for review.
Key Features
- Spend Categorisation — 10+ categories auto-detected from transaction descriptions
- Cash Flow Forecast — 3-month forward projection with trend detection
- Anomaly Detection — Z-score outlier analysis and frequency monitoring
- Visual Dashboard — Interactive charts, donut chart, area chart, and tables
- Monthly Breakdown — Per-month net cash flow and running balance
Usage
Supports: CSV, Excel (.xlsx/.xls)
Features: Donut chart, area chart, anomaly alerts, export
Analysis time: Under 30 seconds for most datasets
Features: Donut chart, area chart, anomaly alerts, export
Analysis time: Under 30 seconds for most datasets