Get insights in seconds
Financial-Health Summaries convert income, spending and cashflow behaviour into a clear, standardised view of financial position. Instead of reviewing raw transactions, teams receive consistent metrics that are easy to compare across users, portfolios and cohorts.
These summaries provide a shared reporting baseline, helping teams track change and performance with clarity.
How summaries are generated
Using secure open banking data, the engine continuously analyses behavioural patterns and produces a structured financial-health view.
Metrics are calculated using consistent rules to ensure comparability and reliability across reports. Here's an example output:
{ "financial_health": { "overall_status": "stable", "health_score": 76, "income_stability": "high", "cashflow_buffer_days": 19, "overspend_risk": "low" }, "period": "last_30_days", "generated_at": "2025-02-15T11:36:00Z" }
Why it matters
Standardised financial-health metrics reduce ambiguity, support consistent reporting and make trends easier to track across time and cohorts.
Get started
Bring consistency to financial reporting.
Financial-Health Summaries provide a clear, behaviour-driven foundation for reporting and analytics.
Get insights in seconds
Financial-Health Summaries convert income, spending and cashflow behaviour into a clear, standardised view of financial position. Instead of reviewing raw transactions, teams receive consistent metrics that are easy to compare across users, portfolios and cohorts.
These summaries provide a shared reporting baseline, helping teams track change and performance with clarity.
How summaries are generated
Using secure open banking data, the engine continuously analyses behavioural patterns and produces a structured financial-health view.
Metrics are calculated using consistent rules to ensure comparability and reliability across reports. Here's an example output:
{ "financial_health": { "overall_status": "stable", "health_score": 76, "income_stability": "high", "cashflow_buffer_days": 19, "overspend_risk": "low" }, "period": "last_30_days", "generated_at": "2025-02-15T11:36:00Z" }
Why it matters
Standardised financial-health metrics reduce ambiguity, support consistent reporting and make trends easier to track across time and cohorts.
Get started
Bring consistency to financial reporting.
Financial-Health Summaries provide a clear, behaviour-driven foundation for reporting and analytics.
