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Cashflow Analysis

Getting Started

Introduction to Cashflow Reports

Learn more about Cashflow Reports.

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Integrate Aggregations

Learn how to integrate Aggregations.

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Getting Started with Reports

Learn how to integrate Reports.

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Postman Collections

Download Postman Collections and get a brief introduction.

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Reports

Bank and Credit

Get insights into how much money your customer spends on bank-related products and services, such as interest, bank fees, etc.

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Income

Gain insights into all the different types of income your customers generate.

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Spending

Get an overview of your customers' regular and irregular expenses.

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Maximum Available Funds

Find out at what time your customer has the most funds available. The Maximum Available Funds is the sum of the account balance and the overdraft limit.

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Rent and Living

Find out how much money your client spends on rent/monthly loan installments, as well as on maintaining their property. This includes energy costs, insurance and much more.

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Insurance

Get an insight into what types of insurance are already in place and how much is paid for them.

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Cross-Country Transfers

Find transactions that have been processed between different countries.

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Recurring Transactions

Learn more about recurring payments.

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Tax

Identify how much and what types of taxes were paid.

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Children

Detect what child-related expenses have been made. Included are education as well as leisure and everyday expenses for children.

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Savings

Identify your client's saving habits and thereby guide patterns and opportunities.

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Balances

Learn more about your client's balances.

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Travel

Learn more about your client's travel habits.

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Shopping

Get valuable information about your customer's shopping behaviour.

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Mobility

Receive all of your client's mobility-related expenses. Included are not only all car-related expenses, but also expenses for public transport, as well as expenses with other mobility providers.

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Entertainment

Discover what kind of entertainment is preferred and how much money is spent on it.

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Health and Wellness

Get information on when and how much money your client spends on their health and wellness.

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