The below are the basic steps to analyze a CSV/XLS bank statement via the Dashboard
Step 1: Navigate to the statement analysis on the left-hand side of the interface.
Step 2: Select CSV/XLS after clicking on the "+Analyze Statement" button and designate the type of statement for analysis.
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Step 3: Fill out the required fields provided, then proceed by clicking the "Analyze" button.
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Step 4: Review the analyzed results to make a creditworthy decision.
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Cashflow Analysis
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Income Analysis
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Spend Analysis
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Behavioral Analysis
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Transactional Pattern Analysis
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