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Personal Finance Dashboard

A modern budget workspace for transaction imports, receipt intelligence, spend categorization, and monthly cash flow analysis.

Finance dashboard with charts and analytics
Budget Workspace

Import transactions, wipe/import date ranges, assign aliases, and keep user/source mapping clean for every record.

Corporate finance planning documents and calculator
Receipt Intelligence

Break receipts into line items, categorize spend precisely, and apply payback/split rules for shared expenses.

Executive financial analytics screens
Financial Insights

Review monthly totals, visualize money flow, and identify trends in category spending and income streams.

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