See what changed in your finances. Understand why.
From spending to cash flow, every change has a trail.
Find the trend, then trace it back to the transactions behind it.
A financial picture that moves with your data.
A financial picture that moves with your data.
Move from a current overview to the period, category, and entries that explain it.
Use charts to choose where to look, then return to the records behind each point.
Switch among supported periods or choose a custom range for the question at hand.
See how income and spending are distributed, then inspect the categories that moved.
Recognize repeated movement while keeping one-time events visible as exceptions.
Find the trend. Find the exception.
Compare by category, merchant, and time to see what changed and where to look next.
Surface unusual movement and use it as a starting point for review.
Compare sources and confirmed recurring income without turning an estimate into a promise.
See where spending occurs most often and open the transactions that make up the pattern.
Let AI find the first place to look.
Let AI point to a pattern or exception, then verify it against the underlying records.
Largest category change: Dining moved above its recent range
Expected deposits stay visible
Review unusual movement before drawing a conclusion
Your team needs more than another dashboard.
Built to help teams review, explain, and act.
From overview to drill-down, fast
Keep trends, comparisons, exceptions, and transaction detail on one path from numbers to decisions.
Start with the headline numbers
Use a clear top-level view to see income, expenses, and net totals, then pick a direction to investigate.
Review month, quarter, year, or any custom range.
Keep views aligned to the workspace structure your business uses.
Identify the biggest drivers quickly
Break totals down by category, merchant, and tags so the “why” behind movement becomes visible.
See what categories are growing and what’s stable.
Understand which merchants or vendors drive spend concentration.
Trace summaries back to the exact lines
When you need proof, drill down from a chart to the transaction list and open the detail view.
Use filters to answer questions quickly and keep review routine.
Clean detail views keep analysis grounded in real entries.
Questions, answered
Can we compare different time periods?
Do insights work across workspaces?
Can we break down by category and merchant?
Is the data traceable back to transactions?
Can we export summaries?
Is this useful for month-end review?
Explore more of Figena.
Connect this capability with the tools your business needs next.