Upload a bank statement and get one Excel workbook with wages, debts, other income, lending red flags and account conduct.
Nothing is stored. Runs in your browser and the statement is not uploaded anywhere. Closing or refreshing the page clears everything.One file per account. If a client has several accounts, choose all the files together or add more later.
Rename an account to group files from the same account, for example several months. Files with the same name are joined together.
| Account | Transactions | Period | Balance check | Overdrawn | Lowest balance |
|---|
Each merchant is placed automatically where it can be. Tick a box to move it, or tick Disregard to leave it out. Then open Debt repayments, Other income or Items of concern to choose the exact type, such as Afterpay, Zip Pay, Personal loan or Gambling.
| Category | Count | Total |
|---|
Covers this one account only. Arrears on other accounts or loans would not show here. Licensed venues are flagged, not called gambling.