Financial Intelligence Platform Features

Every feature designed to transform raw bank data into structured matrimonial asset analysis, with enterprise-grade review workflows and bank-level compliance.

1. Core Ingestion & Processing

Layout-agnostic extraction and automated transaction classification in seconds

Multi-Bank PDF/CSV Ingestion

Support for 21 UK banks, including Coutts, Metro, Barclays, HSBC, and Lloyds. Handles password-protected statements.

Layout-Agnostic Extraction

Parser handles multi-column layouts, overlapping text, and complex bank grids without template mapping.

Auto-Categorisation System

Intelligent engine assigns categories with confidence scores. Define bulk "apply-to-similar" categorisation rules.

Duplicate & Anomaly Detection

Highlights duplicate statements, missing sequence dates, round-sum patterns, and weekend transfers.

Async Processing Status

Real-time status tracking for massive statements. Upload files and review other cases while the engine runs.

PII Redaction Engine

Mask child support references, medical details, or irrelevant accounts with one click, preserving audit trails.

INTERACTIVE SANDBOX

Try the Core Analysis Sandbox

Test how our core forensic engine redacts personal data, categorises transactions, and flags anomaly patterns in real-time.

Total Value Parsed
£39,893.2GBP
Data Checksum Status
99.9% Checked
PII Sanitisation
PII UNMASKED (RAW)
Flagged Audit Alerts
No scans active
Workstation Mock Sandbox

Interactive Forensic Workspace

Simulate standard legal validation workflows. Click a transaction row to inspect coordinate matches, check cryptographic ledger signatures, or override classification keys.

DateDescription & detailsAmountCategoryStatus
12 May 2026
HMRC VAT PAYMENTSSort Code: 08-90-21 • Acc: 10482910
-£14250.00
Uncategorised
Pending scan
14 May 2026
DIRECTOR LOAN - HARRIS JOSEPHSort Code: 40-12-34 • Acc: 88273619
+£25000.00
Uncategorised
Pending scan
15 May 2026
CASH WITHDRAWAL ATM-1082ATM Location: London SW1 • Time: 03:14 AM
-£500.00
Uncategorised
Pending scan
15 May 2026
SHELL ENERGY BILLINGSort Code: 60-11-22 • Acc: 33445566
-£143.20
Uncategorised
Pending scan
Metadata Inspector
Row 2

DIRECTOR LOAN - HARRIS JOSEPH

+£25000.00

98.4%

OCR Coordinate PointerPage Extracted
Page 2, Box [x: 124, y: 148, w: 180, h: 18]200dpi

Matches parsed ledger entry to the exact coordinate coordinates in the statement source PDF.

2b3c4d5e6f7a8b9c0d1e2f3a4b5c6d7e8f9a0b1c2d3e4f5a6b7c8d9e0f1a2b3c
Isolated Vault session • Under strict UK GDPR storage parameters.

2. Family Law & Financial Remedy

Evidence-backed disclosures, matrimonial schedules, and automated expenditure mapping

Needs & Expenditure Analysis

Maps transactions directly to standard legal disclosure categories (housing, transport, children) for matrimonial budgets.

Matrimonial Asset Schedules

Create dynamic balance sheets that separate marital and non-marital property, pensions, joint ledgers, and valuations.

Evidence-Backed Linking

Click any entry in a matrimonial budget to see the exact transaction page and source statement context with SHA-256 links.

Matrimonial Integrity Score™

Evaluates disclosure completeness. Detects duplicate records, statement gaps, and undisclosed cash withdrawals.

Net Worth Intelligence Engine

Runs instant scenario simulations (e.g. equalisation offsets, lump-sum buyouts) across complex matrimonial estates.

Comprehensive Case Reports

Generate structured PDF booklets containing schedules, summaries, and methodologies—ready for legal review.

3. Enterprise Workflows & Compliance

Multi-user management, review centres, procurement compliance, and direct API access

Multi-Office Role Controls

Assign granular access (Forensic Auditor, Reviewer, Client Manager) across departments or physical locations.

Centralized Review Centre

Collaborative workspace where senior auditors and counsel flag, comment, and sign off on schedules before lock.

Tenant Isolation Framework

Strict Row-Level Security ensures data is mathematically isolated, eliminating cross-tenant leakage.

Intelligence REST API

Embed statement parsing directly into proprietary firm systems. Endpoints for ingestion, categorisation, and full audits.

Cryptographic Audit Trails

Every ledger adjustment, export, and report view generates an append-only audit log signature record where supported.

GDPR Compliance & Auto-Purge

Aligns with UK GDPR regulations (ICO registration in progress). Set policies to automatically delete original files.

What's Coming Next

Our strategic roadmap for Q2-Q4 2026

🔍

Form E Completeness Scanner

Automated scan for indicators of undisclosed assets (crypto, investments, mortgages, pensions).

Q2 2026

📡

Asset Discovery Radar

Real-time asset confidence scorecards built from transactional profiles.

Q2 2026

🧮

PODE Intelligence Engine

DB vs DC pension arrangement extraction and PODE briefing pack compiler.

Q3 2026

📈

Lifestyle Spend Profile

Automated profiling of spousal expenditure vs. actual spent analysis.

Q3 2026

Ready to save hours on every case?

Join UK accounting firms and legal teams automating bank statement analysis and needs analysis.

Firm pilot · 2 matter credits included · GDPR compliant