CashLens

Overview

CashLens turns uploaded bank statements into categorised transactions, spending trends and plain-language insights, for personal use or business workspaces.

The problem

Bank statements are long, inconsistent across banks and hard to read. Individuals and small businesses rarely get a clear picture of where money goes until it is too late.

Solution & implementation

Statements are uploaded and parsed asynchronously into staging rows, normalised into transactions and categorised by rules with an AI fallback. Dashboards show trends and category mix, and the insight engine flags spikes, recurring payments and small-expense patterns.

Key capabilities

• Personal and business organisation workspaces
• Statement upload with an asynchronous parse and import lifecycle
• Staging rows and normalised transaction storage
• Rule-based categorisation with an AI fallback
• Overview, trend and category-mix analytics
• Insights for spending spikes, recurring items and small-expense patterns
• Monthly reports with asynchronous generation and download
• Web dashboard and companion mobile app on a shared API client

Screens

Results

Verified results and adoption figures will be published here once they are available.