Recurring payment and cashflow review
Dashboard
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Import mapping
Review the latest file. Use defaults when your CSV does not include bank or account columns.
Start with a few statement exports
Import 3-12 months of CSV history to see cashflow, recurring payments, account-level spend, and likely cancellation candidates.
Bank/CardCSV ready
PayPalCSV now, API later
AfterpayExport/import
ZipExport/import