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