Via CSV/XLS (Dashboard)

Owned by Philip Awopetu
Last updated: Dec 03, 2024
2 min read

The below are the basic steps to analyze a CSV/XLS bank statement via the Dashboard

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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.

Step 3: Fill out the required fields provided, then proceed by clicking the "Analyze" button.

Step 4: Review the analyzed results to make a creditworthy decision.

Cashflow Analysis

Income Analysis

Spend Analysis

Behavioral Analysis

Transactional Pattern Analysis