We take years of messy bank statements, raw CSVs, and unstructured financial data — and transform them into clean, interactive executive dashboards. Powered by AI. Delivered in 48 hours.
Most businesses have years of financial data buried in spreadsheets, PDFs, and bank exports — unusable and unreadable. We fix that.
| Date | Reference | Description | Amount | CCY | Category |
|---|---|---|---|---|---|
| 03/01/2022 | TXN-79165418 | Iron Ore Mining Co. | 1,240,000 | USD | — |
| Jan 3 2022 | TXN-79165418 | Iron Ore Mining PYMT | 1,240,000 | USD | — |
| 2022-01-07 | REF:397110593 | Global Steel Supply | 892,500 | AED | — |
| 08-Jan-22 | TXN-80221493 | Payroll – Jan batch | 3,180,000 | INR | — |
| ???/01/22 | TXN-80228871 | Maintenance Svcs Ltd | N/A | GBP | — |
| 11/01/2022 | REF:397110593 | Bank Charges Q1 | 48,200 | CNY | — |
This service is designed for teams sitting on fragmented finance data and needing clarity fast, without waiting for a full ERP redesign or a long transformation project.
Ideal when years of statements, exports, and PDFs need to be consolidated, classified, and turned into a reporting layer that leadership can actually use.
Backlog to dashboardUseful when reporting is spread across spreadsheets, bookkeeping tools, payment exports, and manually maintained files that never reconcile cleanly.
Normalize and mapBest for teams that need executive-ready trends, category splits, FX visibility, and cleaner reporting packs before the next review cycle or audit discussion.
Decision-ready outputsIf your team needs both automation and day-to-day finance support, combine this with our outsourcing services or request a walkthrough.
These are actual dashboards generated from raw bank statement files — the same output you'll receive.
60-month revenue vs. expenditure charts, running balance, YoY comparison, payment method analysis, and full transaction ledger.
Open Live Demo ↗Operating cash flow, FX currency exposure (7 currencies), top 10 vendor analysis, 5-year P&L, and cash position growth.
Open Live Demo ↗All 13 cost centres ranked, YoY category comparison, monthly burn rate, stacked annual composition, and full budget intelligence table.
Open Live Demo ↗From raw transaction exports to boardroom-ready financial intelligence — we automate every layer of your finance stack.
Upload 2–5 years of multi-bank exports. We reconcile every transaction, flag anomalies, and deliver a unified ledger.
CSV · XLSX · PDFInteractive monthly, quarterly, and annual cash flow views with trend lines, forecasts, and variance analysis.
Real-time chartsAI automatically classifies thousands of transactions into meaningful categories — payroll, vendors, utilities, and more.
AI-poweredGenerate accurate Profit & Loss reports from raw data — monthly, quarterly, or custom date ranges.
GAAP-readyCompare planned budgets against actuals with variance analysis, over/under-spend alerts, and trend charts.
Executive reportsAutomate accounts payable and receivable tracking — outstanding invoices, aging reports, and payment patterns.
Multi-entitySimple, fast, and transparent. You share the data — we handle everything else.
Upload your raw bank statements, CSVs, or Excel exports via our secure form. Any format, any bank.
Our AI + expert team parses, deduplicates, categorizes, and reconciles every transaction in your data.
Three interactive HTML dashboards are generated — Accounting, Finance, and Budgeting — tailored to your data.
You receive your dashboards via email. Download, share, or embed them anywhere. Zero setup required.
Share your messy files with us. We'll transform them into clean dashboards and send them back — fast.
We'll review your details and respond within 4 business hours. Check your inbox — we'll follow up with next steps and payment instructions.
Explore demos while you wait →Fill in your details below. We'll reach out within 4 hours with next steps.
Transaction ledger, income vs. expense, running balance, category breakdown.
Open Demo ↗Cash flow trends, merchant analysis, recurring payments, liquidity overview.
Open Demo ↗Spending by category, savings rate, budget vs. actual, spend heatmap.
Open Demo ↗Ready to see this with your own company's data?
Your first automation is risk-free. See the output before you commit to anything bigger.