View up to 12 months of transactions from every customer who has consented. Customer transactions are enriched with information on how and where they spend.
View customer insights
View all our financial insights in one place. Insights on income, predictive cashflow, affordability, categorisation, and more, are available to view in the dashboard.
We provide a normalised bank-branded statement in PDF format for current, credit and savings accounts, that can be downloaded from the dashboard.
Where a consent is still valid, typically up to 90 days after consent, trigger a data refresh to have access to the latest customer insights.
Send consent requests to customers directly from the dashboard. After consent is provided view customers financial behaviours.
The consent management tab gives visibility on consents that are due to expire. Trigger data refreshes or send another consent request.