// Reporting & analytics
Clear reporting for better decisions
Behaviour-driven analytics that turn complex financial data into structured insight teams can trust.
// Reporting & analytics
Clear reporting for better decisions
Behaviour-driven analytics that turn complex financial data into structured insight teams can trust.
// Reporting & analytics
Clear reporting for better decisions
Behaviour-driven analytics that turn complex financial data into structured insight teams can trust.
// Benefits
From raw data to measurable insight
Move beyond static reports with continuous, behaviour-driven analytics that reveal financial health, risk and performance at scale.
Continuous visibility
Track financial health and behaviour in real time instead of relying on static, backward-looking reports.
Continuous visibility
Track financial health and behaviour in real time instead of relying on static, backward-looking reports.
Meaningful benchmarks
Compare individuals, portfolios and cohorts using consistent, behaviour-based metrics.
Meaningful benchmarks
Compare individuals, portfolios and cohorts using consistent, behaviour-based metrics.
Forward-looking insight
Anticipate change with predictive cashflow and trend analysis, not reactive reporting.
Forward-looking insight
Anticipate change with predictive cashflow and trend analysis, not reactive reporting.
// Benefits
From raw data to measurable insight
Move beyond static reports with continuous, behaviour-driven analytics that reveal financial health, risk and performance at scale.
Continuous visibility
Track financial health and behaviour in real time instead of relying on static, backward-looking reports.
Meaningful benchmarks
Compare individuals, portfolios and cohorts using consistent, behaviour-based metrics.
Forward-looking insight
Anticipate change with predictive cashflow and trend analysis, not reactive reporting.
// How it works
Reporting built for clarity at scale
Our reporting engine turns financial behaviour into structured insight, updated continuously and designed for consistent decision making.
Connect data
Financial data is accessed via open banking. Once connected, reporting updates in real-time.
Analyse behaviour
Behavioural models assess income, spending and financial health over time, identifying meaningful patterns.
Deliver insights
Insights are presented as reports, dashboards and summaries, ready for review, comparison and decisions.
// How it works
Reporting built for clarity at scale
Our reporting engine turns financial behaviour into structured insight, updated continuously and designed for consistent decision making.
Connect data
Financial data is accessed via open banking. Once connected, reporting updates in real-time.
Analyse behaviour
Behavioural models assess income, spending and financial health over time, identifying meaningful patterns.
Deliver insights
Insights are presented as reports, dashboards and summaries, ready for review, comparison and decisions.
// Simple to adopt
Intelligence that fits your product
Deploy Personal Finance Intelligence with zero disruption, integrate instantly via API or use through our whitelabel modules.
Plug & Play Setup
Fast, low-lift integration via API. Whitelabel components slot seamlessly into your existing product.
Plug & Play Setup
Fast, low-lift integration via API. Whitelabel components slot seamlessly into your existing product.
Plug & Play Setup
Fast, low-lift integration via API. Whitelabel components slot seamlessly into your existing product.
Custom-Fit Insight
Choose the modules you need. Our budgeting, alerts and scoring tools adapt to your roadmap.
Custom-Fit Insight
Choose the modules you need. Our budgeting, alerts and scoring tools adapt to your roadmap.
Custom-Fit Insight
Choose the modules you need. Our budgeting, alerts and scoring tools adapt to your roadmap.
// Layers
Behaviour-led intelligence modules
Provide users with real budgeting, spending and financial-health insight all generated automatically, giving you richer engagement with zero manual work.
Financial-health
Standardised financial-health metrics for consistent reporting and comparison.
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Financial-health
Standardised financial-health metrics for consistent reporting and comparison.
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Financial-health
Standardised financial-health metrics for consistent reporting and comparison.
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Category analytics
Detailed insight into spending behaviour across categories, trends and time periods.
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Category analytics
Detailed insight into spending behaviour across categories, trends and time periods.
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Category analytics
Detailed insight into spending behaviour across categories, trends and time periods.
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Predictive cashflow
Forward-looking cashflow analysis based on income and spending behaviour.
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Predictive cashflow
Forward-looking cashflow analysis based on income and spending behaviour.
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Predictive cashflow
Forward-looking cashflow analysis based on income and spending behaviour.
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Benchmarking
Behaviour-based benchmarking against relevant peer cohorts.
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Benchmarking
Behaviour-based benchmarking against relevant peer cohorts.
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Benchmarking
Behaviour-based benchmarking against relevant peer cohorts.
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// Support
Standard
Core reporting with financial-health metrics and category insight.
Professional
Advanced analytics with forecasting, benchmarking and deeper insight.
Enterprise
Customisable analytics with scalable dashboards and enterprise controls.
Partner support
Priority assistance
// Report layers
Financial-health
Category analytics
Predictive cashflow
Cohort benchmarking
Custom dashboards
Partner support
Priority assistance
// Report layers
Financial-health
Category analytics
Predictive cashflow
Cohort benchmarking
Custom dashboards
Partner support
Priority Help
// Report layers
Financial-health
Category analytics
Predictive cashflow
Behaviour alerts
Custom dashboards
Ready to get started?
Join hundreds of businesses powering smarter decisions through behavioural intelligence.
Ready to get started?
Join hundreds of businesses powering smarter decisions through behavioural intelligence.
Ready to get started?
Join hundreds of businesses powering smarter decisions through behavioural intelligence.
// FAQ's
All your questions, answered
Clear answers to how our insight reports work and what they deliver.
How do your insight reports work?
Insight Reports analyse verified bank transaction data to reveal income, spending, commitments and behavioural patterns for faster, more accurate decision-making.
What information is included in each report?
Which organisations benefit from using these reports?
How accurate are your behavioural insights?
How can we access pricing details?
How do your insight reports work?
Insight Reports analyse verified bank transaction data to reveal income, spending, commitments and behavioural patterns for faster, more accurate decision-making.
What information is included in each report?
Which organisations benefit from using these reports?
How accurate are your behavioural insights?
How can we access pricing details?
How do your insight reports work?
Insight Reports analyse verified bank transaction data to reveal income, spending, commitments and behavioural patterns for faster, more accurate decision-making.
What information is included in each report?
Which organisations benefit from using these reports?
How accurate are your behavioural insights?
How can we access pricing details?
// Case studies
Real results from real businesses
See how teams use our solutions to make a measurable impact across industries.
Faster legal decisions
How behavioural intelligence helped a law firm speed up and strengthen accuracy.
Case Studies
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Faster legal decisions
How behavioural intelligence helped a law firm speed up and strengthen accuracy.
Case Studies
Earlier market insights
How behavioural intelligence helped an investment fund spot market shifts early.
Case Studies
Read more
Earlier market insights
How behavioural intelligence helped an investment fund spot market shifts early.
Case Studies
How can we help?
If you’d like to speak with the team or explore how Boshhh can help, get in touch.
Get in touch