Cashflow Analysis
Getting Started
Introduction to Cashflow ReportsLearn more about Cashflow Reports. |
Integrate AggregationsLearn how to integrate Aggregations. |
Getting Started with ReportsLearn how to integrate Reports. |
Reports
Bank and CreditGet insights into how much money your customer spends on bank-related products and services, such as interest, bank fees, etc. |
IncomeGain insights into all the different types of income your customers generate. |
SpendingGet an overview of your customers' regular and irregular expenses. |
Maximum Available FundsFind 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. |
Rent and LivingFind 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. |
InsuranceGet an insight into what types of insurance are already in place and how much is paid for them. |
TaxIdentify how much and what types of taxes were paid. |
ChildrenDetect what child-related expenses have been made. Included are education as well as leisure and everyday expenses for children. |
SavingsIdentify your client's saving habits and thereby guide patterns and opportunities. |
BalancesLearn more about your client's balances. |
TravelLearn more about your client's travel habits. |
ShoppingGet valuable information about your customer's shopping behaviour. |
MobilityReceive 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. |
EntertainmentDiscover what kind of entertainment is preferred and how much money is spent on it. |
Health and WellnessGet information on when and how much money your client spends on their health and wellness. |