Getting Started
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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. |
Reports
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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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Account and Transaction Overview PDF
Get information about your customers account details and transactions as PDF for a nice overview. |
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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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Balances
Learn more about your client's balances. |