Key Features & Benefits

  • Offer insights directly from your platform to help customers spend smarter.
  • Paint a complete picture of the customer’s last 12 months of transactions, month-by-month, in an easily digestible, aesthetically pleasing format.
  • Categorize each month’s transactions by merchant type and access full details for each transaction.
  • Give customers greater control over their spending by helping them better understand their spending habits to create actionable plans for adjusting their household budget.