Financial Insights
Turn raw transaction data into actionable financial intelligence. Automated spend categorisation, cash flow forecasting with trend analysis, and statistical anomaly detection — all visualised in a clean, shareable dashboard.
Spreadsheet analysis vs. AI-powered insights
Stop dumping transactions into Excel and manually building charts. Get answers instantly.
Key features
Spend Categorisation
Auto-classifies every transaction into categories like Food, Transport, Housing, Utilities, Entertainment, Shopping, Health, and more. Keyword-driven classification with 95%+ accuracy. See exactly where your money goes.
Cash Flow Forecasting
Linear regression-based forecasting projects your cash flow 3 months ahead. Monthly net cash flow trends with automatic trend detection — positive, negative, or stable — so you can act before problems arise.
Anomaly Detection
Statistical outlier detection using z-score analysis flags transactions that deviate significantly from your normal spending patterns. Also detects unusual transaction frequency — multiple expenses on a single day.
Visual Dashboard
Rich interactive charts — donut charts for category breakdown, area charts for cash flow trends, and projection cards for forward-looking balances. All rendered in real-time from your data.
Data Source Flexibility
Upload transactions as CSV or Excel files with automatic column mapping. Or send transaction data via API. Supports date, description, amount, and type columns in any naming convention.
Monthly Breakdown
Granular month-by-month view of net cash flow and running balance. Distinguish actual performance from projected months. See which months had surpluses and which were in the red.
How it works
Upload Data
Upload a CSV or Excel file containing your transactions. The system automatically detects and maps columns — date, description, amount, and type.
AI Classifies & Computes
Every transaction is classified into spending categories. Cash flow is computed per month, linear regression projects future trends, and anomaly detection scans for outliers.
Review Dashboard
Explore the interactive dashboard: spend donut chart, cash flow area chart, anomaly alerts, monthly breakdown table, and trend indicators — all populated with your data.
Export & Act
Share insights with your team, export the monthly breakdown, or use the forward-looking projections to inform budgeting decisions and cash flow planning.
Built for financial decision-makers
For Lenders
View documentation- CFOs get instant visibility into spending patterns and cash flow trends without waiting for month-end reports
- Accountants replace manual categorisation and spreadsheet analysis with automated dashboards
- Financial analysts generate forecasts and scenario views in seconds instead of building complex Excel models
- Treasury teams monitor cash flow projections daily and get early warning of potential shortfalls
- Budget owners track actual vs. planned spending across categories with drill-down detail
For Organisations
- SMEs gain enterprise-grade financial analytics without hiring a data team or buying expensive BI tools
- Microfinance institutions analyse portfolio-wide transaction data and detect irregular patterns across branches
- Accounting firms offer clients rich financial dashboards as a value-add service alongside compliance work
- Non-profits and grant-funded organisations track spending against budgets and generate donor reports
- Startups monitor burn rate, runway, and cash flow projections in real-time for investor reporting
Common use cases
Monthly Financial Review
Upload your month's transactions and get an instant breakdown of spending by category, cash flow performance, and anomaly flags — ready for your monthly review meeting.
Cash Flow Monitoring
Track cash flow trends month-over-month. The forward projection model gives you early warning of potential cash shortfalls 3 months before they happen.
Spending Audit
Run anomaly detection across historical data to identify unusual transactions, potential billing errors, or spending patterns that deviate from the norm.
Budget vs. Actual Tracking
Compare actual spending categorisation against budget allocations. See which categories are over or under budget at a glance.
Fraud Indicator Screening
Use statistical anomaly detection as a first-pass fraud screen. Transactions with high z-scores are flagged for manual review — a standard audit control.
Investor Reporting
Generate clean, visual financial summaries for stakeholder presentations. Shareable dashboard views of income, expenses, cash flow trends, and projections.
Turn data into decisions.
Start with our Free plan — upload your transactions and get a full insights dashboard instantly. No credit card required.