Financial Intelligence
Generate detailed financial reports with SQL-powered analytics covering cash flow, expenses, income assessment, and account performance.
Comprehensive financial analysis
Advanced SQL-powered reports that analyze every aspect of your financial data.
Scheduled Reports
Get comprehensive overviews of your financial performance for any time period.
- Total income and expense tracking
- Net cash flow calculations
- Average transaction size analysis
- Spending percentage of income ratios
- Daily spending averages
- Custom date range filtering
Monthly Cash Flow
Detailed month-by-month cash flow analysis with trends and growth metrics.
- Monthly income and expense breakdown
- Net cash flow by month
- Transaction count and averages
- Month-over-month change tracking
- Growth rate calculations
- Historical trend analysis
Income Assessment
Analyze your income sources, stability, and dependency patterns.
- Income source categorization
- Payment frequency analysis
- Income volatility ratings (Stable, Moderate, Volatile)
- Dependency percentage calculations
- Average days between payments
- Income diversification metrics
Expense Categories
Break down your spending by category with detailed subcategory analysis.
- Category-wise spending totals
- Percentage of total spend per category
- Top 3 subcategories per category
- Average transaction values
- Transaction count by category
- Spending pattern identification
Account Performance
Compare performance across all your connected accounts.
- Spending breakdown by account
- Fee analysis and tracking
- Transaction volume by account
- Average transaction sizes
- Fee percentage calculations
- Institution comparison
Largest Expenses
Identify unusually large transactions and spending anomalies.
- Transactions above average thresholds
- Multiple of average calculations
- Category and merchant analysis
- Account and payment method tracking
- Anomaly detection for unusual spending
- Historical comparison
Savings Analysis
Track your savings account performance and retention rates.
- Monthly savings deposits and withdrawals
- Net savings calculations
- Savings retention rate analysis
- Month-over-month change tracking
- Cumulative savings growth
- Savings goal progress
Credit Analysis
Comprehensive credit card spending and payment behavior analysis.
- Monthly spending and payment tracking
- Payment-to-spend ratios
- Fee and interest analysis
- Credit utilization patterns
- Payment behavior categorization
- Credit health status indicators
Additional intelligence features
Enhanced analytics and automated reporting capabilities.
Income Cohort Analysis
See how your income compares to others in similar income brackets.
- Income cohort positioning
- Percentile ranking within cohort
- Expense ratio comparisons
- Peer benchmarking
Automated Reporting
Receive scheduled reports delivered via SMS and email.
- Daily SMS reports (Accountant+ plans)
- Weekly email summaries
- Monthly comprehensive reports
- Quarterly analysis (CFO plan)
How intelligence reports work
Our SQL-powered analytics engine processes your transaction data to generate insights.
Data Processing
Advanced SQL queries analyze your transaction data across all connected accounts.
Metric Calculation
Calculate ratios, averages, trends, and comparative metrics automatically.
Trend Analysis
Track month-over-month changes and identify spending patterns.
Automated Delivery
Reports delivered via SMS and email based on your plan and preferences.
Unlock detailed financial intelligence
Generate comprehensive reports and discover insights that drive better financial decisions.