Finance Workspace

Walk into your finance command center

Upload statements, spot spending patterns, track recurring deductions, and prepare guided exports for assistant workflows from one secure workspace.

Bank-level security Fast statement analysis Actionable insights

Secure uploads and clean parsing

Bring in PDF statements and turn them into structured transaction data quickly, without changing your existing review flow.

  • Upload bank statements with guided parsing steps.
  • Standardize transactions for cleaner categorization and reporting.
  • Keep the experience fast for repeat uploads and returning users.
PDF ready Structured output

See trends, categories, and outliers

Review where money is going with visual summaries that surface category patterns, spikes, and monthly changes.

  • Break down spending by category and account context.
  • Spot unusual activity before it turns into a reporting issue.
  • Keep a clean foundation for finance conversations and follow-up actions.
Category insights Visual summaries

Track upcoming recurring deductions

Use the recurring-payment panel to estimate the next deduction window and focus reminders on only the categories that matter to the client.

  • Identify recurring payments from historical transaction patterns.
  • Filter reminders by category with confidence-based review.
  • Keep upcoming payment visibility close to the main dashboard.
Reminder categories Confidence review

Prepare guided reports for AI workflows

Export finance-ready summaries for NotebookLM or assistant chats so clients can explore their data with better context and fewer manual steps.

  • Generate exports tailored for guided financial questions.
  • Support NotebookLM and assistant-based analysis workflows.
  • Keep your reporting process aligned with the finance dashboard.
NotebookLM ready Assistant context
Secure foundation Encrypted sign-in keeps access scoped to your account.
Operational clarity From parsing to reminders, the workflow keeps finance actions in one consistent place.
Client-ready outputs Exports and guided summaries help clients understand what to do next with their data.

What the dashboard can look like

Illustrative sample data so users understand the kind of reporting they will get after login.

Demo preview
Spending by category Sample dashboard — last 3 months
$4.8k expenses
Housing
34%
Grocery
20%
Transport
14%
Utilities
11%
At a glance Income, expenses, net, savings rate
30.1% saved
Income$6,900
Expenses$4,820
Net cashflow$2,080
Savings rate30.1%
Monthly spending trend Example of trend visibility after statement parsing
-6.2% vs prior month
Illustrative figures only. Real values appear after uploading and analyzing statements.
Access your finance workspace
Try interactive demo with sample data →
Secure login with industry-standard encryption.