Cashflow Analysis

Getting Started

Introduction to Cashflow Reports Learn more about Cashflow Reports. Read more >>

Integrate Aggregations Learn how to integrate Aggregations. Read more >>

Getting Started with Reports Learn how to integrate Reports. Read more >>

Postman Collections Download Postman Collections and get a brief introduction. Read more >>

Reports

Income Gain insights into all the different types of income your customers generate. Read more >>

Spending Get an overview of your customers' regular and irregular expenses. Read more >>

Account and Transaction Overview PDF Get information about your customers account details and transactions as PDF for a nice overview. Read more >>

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. Read more >>

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. Read more >>

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

Cross-Country Transfers Find transactions that have been processed between different countries. Read more >>

Recurring Transactions Learn more about recurring payments. Read more >>

Balances Learn more about your client's balances. Read more >>

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