← Studio FinFlow User: ⚠ AI Disabled

FinFlow

⚠
AI analysis is not configured. AI features are disabled until an administrator enables an AI provider in the backend.

Financial Consultant

Press ▶ Start to connect to your AI Financial Consultant.

Camera

⚡ Quick Actions
Upload Statement
Import a CSV or PDF bank/card statement to begin analysis
📄
Drop your statement here
CSV or PDF · Bank statements, credit card exports · Up to 10MB
AI Analysis
Get intelligent assessments and recommendations from your statements
◈ Configure Analysis
Select statements to analyse
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What are you looking for?
Full financial health assessment
Identify savings opportunities
Detect suspicious activity
Optimize for tax season
Budget breakdown and plan
Subscription audit
🕑 Previous Analyses
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No analyses yet. Upload a statement and run your first analysis.
Spending Report
Categorized breakdown across your imported statements
Total Spend
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Largest Category
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Transactions
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in period
Avg / Month
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estimated
Period: →
Spend by Category
No data in range
Spend by Month
No data in range
Statements
Uploaded financial documents
DateFileDBATypeStatusTransactionsActions
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Category Summary
AI-grouped expenses totaled by category across your statements
Statement: Period: →
Total Spend
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— transactions
Top Category
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Categories Found
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distinct groups
▤
Select a categorized statement or run AI Categorize from the Statements panel.
Transactions
All parsed transaction records
Period: →
DateMerchantDescriptionCategoryAmount
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🔍 Raw Text Debug
Inspect what text was extracted from a PDF
Select Statement to Inspect
Settings
Preferences and data controls
⚙ AI Preferences
AI STATUS
Disabled (admin-only)
AI provider, model, and keys are configured on the backend only.
MAX TRANSACTIONS SENT TO AI
Controls your data scope. Higher = more context; lower = faster. Default: 500.
💼 DBAs

Create and manage DBAs to tag statements and export clean monthly income/expense summaries per DBA.

🪙 Daily Token Balance
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⚠ Data Management

Clear all your transactions and statements from the database. This cannot be undone.