Automated Reports
Receive comprehensive financial reports automatically delivered to your SMS and email inbox on daily, weekly, monthly, and quarterly schedules.
Four levels of financial reporting
From daily snapshots to quarterly deep dives, stay informed about your financial health.
Daily Snapshots
Every day at 8 AM
Quick daily summaries of your spending, income, and account balances.
- Yesterday's transactions summary
- Account balance changes
- Spending vs daily budget
- Notable transactions alerts
Weekly Summaries
Every Monday morning
Comprehensive weekly financial overview with spending patterns and trends.
- Week-over-week spending comparison
- Category breakdown analysis
- Budget performance review
- Savings goals progress update
Monthly Overviews
First day of each month
Detailed monthly analysis with insights, recommendations, and forecasting.
- Complete monthly financial statement
- Income vs expenses analysis
- Category-wise spending trends
- Personalized recommendations
Quarterly Deep Dives
Start of each quarter
Executive-level quarterly reports with strategic insights and planning.
- 3-month financial performance
- Goal achievement analysis
- Investment portfolio review
- Financial planning recommendations
Get Your Own Sample Weekly Financial Report
Get a sample financial report sent to your inbox. See how we turn your data into clear, actionable insights, sent straight to your inbox, at the same time, every time, automatically.
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Choose how you receive reports
Get your financial insights delivered exactly how and when you want them.
SMS Delivery
Get concise reports delivered directly to your phone via text message.
- Instant delivery to your mobile
- Key metrics in digestible format
- Links to detailed web reports
- Emergency alerts for unusual activity
Email Reports
Detailed reports with charts and graphs delivered to your inbox.
- Rich HTML formatting with visuals
- Interactive charts and graphs
- PDF attachments for record keeping
- Customizable email schedules
Fully customizable reporting
Tailor your reports to focus on what matters most to you. Choose specific categories, set custom time ranges, and control exactly what information you receive.
Custom Schedules
Report Templates
Export Options
Multi-Channel
Start receiving automated reports today
Set up your reporting preferences and never miss important financial insights again.