Project 01
Bank Statement Auto-Categorization & Cash View
Turn a transaction statement into categorized finance data and a reviewable activity view.
Live sample demo
Upload a CSV or run the sample statement.
The browser demo reads transaction data locally and applies simple vendor rules for demonstration purposes.
| Date | Description | Amount | Type | Category |
|---|
Transaction activity
For client deployments
Move from demonstration to a controlled workflow.
Production implementations require a review of data access, workflow rules, ownership and security before connecting live finance systems.
Discuss this workflow