Analytics
Financial Analytics & Insights
Track performance, identify trends, and make data-driven financial decisions.
Analytics Features
Revenue Tracking
Monitor income streams and growth trends across all accounts.
Goal Monitoring
Track progress toward financial targets and budget goals.
Expense Analysis
Categorize and analyze spending patterns and trends.
Analytics Types
Real-time Analytics
Get live updates on your financial metrics as transactions occur.
Live transaction updates
Real-time balance monitoring
Historical Analytics
Analyze trends and patterns over time periods.
Monthly and yearly comparisons
Trend analysis and forecasting
Key Metrics
Total Revenue
Combined income from all accounts
Growth Rate
Month-over-month growth percentage
Goal Progress
Progress toward financial targets
Active Accounts
Number of connected financial accounts
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