In an Asset report, you'll find a summary page that includes
essential applicant information like their name, phone number, and email
address. This summary also presents an overview of the applicant's connected
bank accounts, listing the institution's name, the account details, and the
current account balance.
When it comes to Cashflow, the report provides a detailed overview of the money
movement within the connected account(s) during the specified time frame. This
includes two key aspects: Inflows and Outflows.
Under Inflows, you'll see the count of incoming transactions, along with their
total combined value. Similarly, for Outflows, you'll find the count of
outgoing transactions and their total combined value.
Additionally, the report offers a monthly summary of both Inflows and Outflows
from any connected bank account. This breakdown provides a clear picture of
your applicant’s financial activity.
Furthermore, you'll have access to the total count of all transactions and
their associated values, offering a comprehensive view of your applicant’s
financial transactions during the specified period.